LWM
Laidlaw Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,539
| Closed | -$778K | – | 96 |
|
|
2024
Q4 | $778K | Buy |
3,539
+93
| +3% | +$20.4K | 0.34% | 73 |
|
|
2024
Q3 | $762K | Sell |
3,446
-239
| -6% | -$52.8K | 0.38% | 75 |
|
|
2024
Q2 | $637K | Sell |
3,685
-104
| -3% | -$18K | 0.35% | 78 |
|
|
2024
Q1 | $724K | Sell |
3,789
-2,754
| -42% | -$526K | 0.4% | 71 |
|
|
2023
Q4 | $1.07M | Buy |
6,543
+437
| +7% | +$71.5K | 0.39% | 77 |
|
|
2023
Q3 | $857K | Sell |
6,106
-1,676
| -22% | -$235K | 0.28% | 91 |
|
|
2023
Q2 | $1.04M | Sell |
7,782
-81
| -1% | -$10.8K | 0.2% | 119 |
|
|
2023
Q1 | $1.03M | Sell |
7,863
-69
| -0.9% | -$9.05K | 0.21% | 120 |
|
|
2022
Q4 | $1.12M | Sell |
7,932
-1,009
| -11% | -$142K | 0.24% | 112 |
|
|
2022
Q3 | $1.06M | Sell |
8,941
-775
| -8% | -$92.1K | 0.25% | 109 |
|
|
2022
Q2 | $1.37M | Buy |
9,716
+215
| +2% | +$30.4K | 0.28% | 101 |
|
|
2022
Q1 | $1.24M | Buy |
9,501
+20
| +0.2% | +$2.6K | 0.21% | 120 |
|
|
2021
Q4 | $1.27M | Buy |
+9,481
| New | +$1.27M | 0.2% | 126 |
|
|
2021
Q1 | – | Sell |
-16,797
| Closed | -$2.11M | – | 279 |
|
|
2020
Q4 | $2.11M | Buy |
16,797
+1,387
| +9% | +$175K | 0.45% | 61 |
|
|
2020
Q3 | $1.88M | Buy |
15,410
+514
| +3% | +$62.5K | 0.83% | 32 |
|
|
2020
Q2 | $1.8M | Buy |
14,896
+1,238
| +9% | +$150K | 0.94% | 29 |
|
|
2020
Q1 | $1.52M | Buy |
13,658
+1,025
| +8% | +$114K | 0.99% | 30 |
|
|
2019
Q4 | $1.69M | Buy |
+12,633
| New | +$1.69M | 1.07% | 23 |
|