Lake Street Advisors Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $970K | Buy |
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|
2024
Q2 | $707K | Sell |
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|
2024
Q1 | $851K | Buy |
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|
2023
Q4 | $707K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $237K | Sell |
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|
2021
Q1 | $221K | Sell |
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|
2020
Q4 | $214K | Sell |
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|
2020
Q3 | $331K | Sell |
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|
2020
Q2 | $378K | Buy |
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|
2020
Q1 | $333K | Buy |
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|
2019
Q4 | $331K | Buy |
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|
2019
Q3 | $301K | Sell |
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|
2019
Q2 | $293K | Buy |
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|
2019
Q1 | $300K | Sell |
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|
2018
Q4 | $327K | Buy |
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|
2018
Q3 | $242K | Sell |
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|
2018
Q2 | $411K | Sell |
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|
2018
Q1 | $518K | Buy |
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|
2017
Q4 | $505K | Buy |
|