LTI
Laffer Tengler Investments’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
988
+33
| +3% | +$9.73K | 0.05% | 142 |
|
|
2025
Q1 | $237K | Buy |
955
+12
| +1% | +$2.98K | 0.05% | 122 |
|
|
2024
Q4 | $207K | Sell |
943
-16
| -2% | -$3.52K | 0.04% | 141 |
|
|
2024
Q3 | $212K | Hold |
959
| – | – | 0.04% | 171 |
|
|
2024
Q2 | $166K | Buy |
959
+3
| +0.3% | +$519 | 0.04% | 183 |
|
|
2024
Q1 | $183K | Buy |
956
+13
| +1% | +$2.48K | 0.05% | 153 |
|
|
2023
Q4 | $154K | Hold |
943
| – | – | 0.04% | 159 |
|
|
2023
Q3 | $132K | Hold |
943
| – | – | 0.04% | 162 |
|
|
2023
Q2 | $126K | Hold |
943
| – | – | 0.03% | 238 |
|
|
2023
Q1 | $124K | Hold |
943
| – | – | 0.03% | 251 |
|
|
2022
Q4 | $133K | Sell |
943
-10
| -1% | -$1.41K | 0.04% | 230 |
|
|
2022
Q3 | $113K | Hold |
953
| – | – | 0.04% | 203 |
|
|
2022
Q2 | $135K | Hold |
953
| – | – | 0.05% | 202 |
|
|
2022
Q1 | $124K | Hold |
953
| – | – | 0.04% | 229 |
|
|
2021
Q4 | $127K | Hold |
953
| – | – | 0.04% | 238 |
|
|
2021
Q3 | $132K | Buy |
+953
| New | +$132K | 0.04% | 255 |
|
|
2021
Q2 | – | Sell |
-2,599
| Closed | -$346K | – | 354 |
|
|
2021
Q1 | $346K | Sell |
2,599
-897
| -26% | -$120K | 0.13% | 116 |
|
|
2020
Q4 | $435K | Sell |
3,496
-305
| -8% | -$37.9K | 0.18% | 104 |
|
|
2020
Q3 | $462K | Sell |
3,801
-1,583
| -29% | -$193K | 0.23% | 92 |
|
|
2020
Q2 | $650K | Buy |
5,384
+866
| +19% | +$105K | 0.37% | 73 |
|
|
2020
Q1 | $501K | Buy |
+4,518
| New | +$501K | 0.39% | 70 |
|
|
2016
Q4 | – | Sell |
-19,541
| Closed | -$3.1M | – | 251 |
|
|
2016
Q3 | $3.1M | Hold |
19,541
| – | – | 0.86% | 30 |
|
|
2016
Q2 | $2.97M | Buy |
+19,541
| New | +$2.97M | 0.84% | 28 |
|