Lake Street Advisors Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.03M | Buy |
4,704
+317
| +7% | +$69.7K | 0.05% | 221 |
|
|
2024
Q3 | $970K | Buy |
4,387
+297
| +7% | +$65.7K | 0.04% | 219 |
|
|
2024
Q2 | $707K | Sell |
4,090
-365
| -8% | -$63.1K | 0.03% | 269 |
|
|
2024
Q1 | $851K | Buy |
4,455
+133
| +3% | +$25.4K | 0.04% | 250 |
|
|
2023
Q4 | $707K | Buy |
+4,322
| New | +$707K | 0.04% | 275 |
|
|
2021
Q3 | – | Sell |
-1,729
| Closed | -$237K | – | 317 |
|
|
2021
Q2 | $237K | Sell |
1,729
-3
| -0.2% | -$411 | 0.02% | 286 |
|
|
2021
Q1 | $221K | Sell |
1,732
-44
| -2% | -$5.61K | 0.02% | 291 |
|
|
2020
Q4 | $214K | Sell |
1,776
-1,070
| -38% | -$129K | 0.02% | 285 |
|
|
2020
Q3 | $331K | Sell |
2,846
-425
| -13% | -$49.4K | 0.03% | 188 |
|
|
2020
Q2 | $378K | Buy |
3,271
+134
| +4% | +$15.5K | 0.04% | 164 |
|
|
2020
Q1 | $333K | Buy |
3,137
+557
| +22% | +$59.1K | 0.04% | 156 |
|
|
2019
Q4 | $331K | Buy |
2,580
+413
| +19% | +$53K | 0.03% | 172 |
|
|
2019
Q3 | $301K | Sell |
2,167
-58
| -3% | -$8.06K | 0.03% | 147 |
|
|
2019
Q2 | $293K | Buy |
2,225
+3
| +0.1% | +$395 | 0.03% | 156 |
|
|
2019
Q1 | $300K | Sell |
2,222
-785
| -26% | -$106K | 0.03% | 151 |
|
|
2018
Q4 | $327K | Buy |
3,007
+1,334
| +80% | +$145K | 0.04% | 127 |
|
|
2018
Q3 | $242K | Sell |
1,673
-1,404
| -46% | -$203K | 0.03% | 169 |
|
|
2018
Q2 | $411K | Sell |
3,077
-456
| -13% | -$60.9K | 0.04% | 177 |
|
|
2018
Q1 | $518K | Buy |
3,533
+93
| +3% | +$13.6K | 0.06% | 129 |
|
|
2017
Q4 | $505K | Buy |
+3,440
| New | +$505K | 0.06% | 140 |
|