Lakeside Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,880
| Closed | -$467K | – | 63 |
|
|
2025
Q1 | $467K | Sell |
1,880
-100
| -5% | -$24.9K | 0.31% | 42 |
|
|
2024
Q4 | $435K | Hold |
1,980
| – | – | 0.29% | 43 |
|
|
2024
Q3 | $438K | Sell |
1,980
-695
| -26% | -$154K | 0.28% | 45 |
|
|
2024
Q2 | $463K | Hold |
2,675
| – | – | 0.3% | 43 |
|
|
2024
Q1 | $511K | Buy |
2,675
+130
| +5% | +$24.8K | 0.33% | 41 |
|
|
2023
Q4 | $416K | Hold |
2,545
| – | – | 0.29% | 42 |
|
|
2023
Q3 | $357K | Sell |
2,545
-30
| -1% | -$4.21K | 0.27% | 45 |
|
|
2023
Q2 | $345K | Hold |
2,575
| – | – | 0.25% | 46 |
|
|
2023
Q1 | $338K | Buy |
2,575
+140
| +6% | +$18.4K | 0.26% | 47 |
|
|
2022
Q4 | $343K | Hold |
2,435
| – | – | 0.28% | 44 |
|
|
2022
Q3 | $289K | Buy |
2,435
+100
| +4% | +$11.9K | 0.26% | 44 |
|
|
2022
Q2 | $330K | Hold |
2,335
| – | – | 0.28% | 42 |
|
|
2022
Q1 | $304K | Hold |
2,335
| – | – | 0.23% | 46 |
|
|
2021
Q4 | $312K | Buy |
+2,335
| New | +$312K | 0.23% | 42 |
|