LWM
Lakeridge Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Sell |
13,991
-221
| -2% | -$65.1K | 1.9% | 15 |
|
|
2025
Q1 | $3.53M | Buy |
14,212
+52
| +0.4% | +$12.9K | 1.77% | 16 |
|
|
2024
Q4 | $3.11M | Buy |
14,160
+12
| +0.1% | +$2.64K | 1.61% | 16 |
|
|
2024
Q3 | $3.13M | Sell |
14,148
-329
| -2% | -$72.7K | 1.72% | 15 |
|
|
2024
Q2 | $2.5M | Buy |
14,477
+627
| +5% | +$108K | 1.51% | 15 |
|
|
2024
Q1 | $2.64M | Sell |
13,850
-11
| -0.1% | -$2.1K | 1.71% | 14 |
|
|
2023
Q4 | $2.27M | Buy |
+13,861
| New | +$2.27M | 1.64% | 15 |
|