Lake Street Private Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.65M | Sell |
6,812
-12
| -0.2% | -$3.25K | 0.21% | 89 |
|
|
2025
Q4 | $2.02M | Sell |
6,824
-30
| -0.4% | -$8.98K | 0.25% | 80 |
|
|
2025
Q3 | $1.93M | Sell |
6,854
-52
| -0.8% | -$13.6K | 0.25% | 80 |
|
|
2025
Q2 | $2.04M | Sell |
6,906
-118
| -2% | -$30.4K | 0.29% | 75 |
|
|
2025
Q1 | $1.75M | Sell |
7,024
-179
| -2% | -$43.8K | 0.28% | 80 |
|
|
2024
Q4 | $1.58M | Sell |
7,203
-554
| -7% | -$123K | 0.25% | 79 |
|
|
2024
Q3 | $1.71M | Sell |
7,757
-356
| -4% | -$69.8K | 0.27% | 85 |
|
|
2024
Q2 | $1.4M | Sell |
8,113
-279
| -3% | -$48.5K | 0.18% | 116 |
|
|
2024
Q1 | $1.6M | Sell |
8,392
-113
| -1% | -$20.6K | 0.22% | 114 |
|
|
2023
Q4 | $1.39M | Buy |
8,505
+217
| +3% | +$32.8K | 0.22% | 107 |
|
|
2023
Q3 | $1.17M | Buy |
8,288
+1,804
| +28% | +$257K | 0.21% | 113 |
|
|
2023
Q2 | $868K | Sell |
6,484
-450
| -6% | -$58.1K | 0.15% | 143 |
|
|
2023
Q1 | $909K | Sell |
6,934
-81
| -1% | -$10.8K | 0.17% | 139 |
|
|
2022
Q4 | $988K | Buy |
7,015
+78
| +1% | +$10.8K | 0.2% | 126 |
|
|
2022
Q3 | $824K | Buy |
6,937
+93
| +1% | +$12.2K | 0.19% | 128 |
|
|
2022
Q2 | $966K | Sell |
6,844
-212
| -3% | -$28.6K | 0.21% | 118 |
|
|
2022
Q1 | $917K | Buy |
7,056
+548
| +8% | +$71.5K | 0.17% | 135 |
|
|
2021
Q4 | $870K | Sell |
6,508
-169
| -3% | -$21.2K | 0.15% | 142 |
|
|
2021
Q3 | $887K | Sell |
6,677
-172
| -3% | -$23K | 0.22% | 111 |
|
|
2021
Q2 | $962K | Hold |
6,849
| – | – | 0.24% | 101 |
|
|
2021
Q1 | $873K | Sell |
6,849
-821
| -11% | -$98.3K | 0.24% | 105 |
|
|
2020
Q4 | $923K | Buy |
7,670
+575
| +8% | +$66.5K | 0.27% | 95 |
|
|
2020
Q3 | $825K | Sell |
7,095
-1,313
| -16% | -$155K | 0.28% | 87 |
|
|
2020
Q2 | $970K | Sell |
8,408
-115
| -1% | -$13.4K | 0.36% | 74 |
|
|
2020
Q1 | $904K | Buy |
8,523
+6,956
| +444% | +$880K | 0.41% | 70 |
|
|
2019
Q4 | $201K | Buy |
+1,567
| New | +$204K | 0.08% | 160 |
|
Other funds holding IBM
VCM
VPM
