Lantz Financial’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Sell |
11,289
-488
| -4% | -$144K | 0.83% | 27 |
|
|
2025
Q1 | $2.93M | Buy |
11,777
+29
| +0.2% | +$7.21K | 0.8% | 29 |
|
|
2024
Q4 | $2.58M | Sell |
11,748
-374
| -3% | -$82.2K | 0.69% | 35 |
|
|
2024
Q3 | $2.68M | Buy |
12,122
+187
| +2% | +$41.3K | 0.73% | 36 |
|
|
2024
Q2 | $2.06M | Buy |
11,935
+107
| +0.9% | +$18.5K | 0.64% | 44 |
|
|
2024
Q1 | $2.26M | Buy |
11,828
+311
| +3% | +$59.4K | 0.73% | 38 |
|
|
2023
Q4 | $1.88M | Buy |
11,517
+279
| +2% | +$45.6K | 0.68% | 41 |
|
|
2023
Q3 | $1.58M | Buy |
11,238
+521
| +5% | +$73.1K | 0.63% | 44 |
|
|
2023
Q2 | $1.43M | Sell |
10,717
-1,522
| -12% | -$204K | 0.56% | 59 |
|
|
2023
Q1 | $1.6M | Buy |
12,239
+1,897
| +18% | +$249K | 0.67% | 46 |
|
|
2022
Q4 | $1.46M | Buy |
10,342
+28
| +0.3% | +$3.95K | 0.66% | 44 |
|
|
2022
Q3 | $1.23M | Hold |
10,314
| – | – | 0.64% | 47 |
|
|
2022
Q2 | $1.46M | Sell |
10,314
-1,000
| -9% | -$141K | 0.66% | 47 |
|
|
2022
Q1 | $1.47M | Buy |
11,314
+542
| +5% | +$70.5K | 0.6% | 49 |
|
|
2021
Q4 | $1.44M | Buy |
10,772
+1,744
| +19% | +$233K | 0.66% | 47 |
|
|
2021
Q3 | $1.2M | Sell |
9,028
-242
| -3% | -$32.1K | 0.61% | 49 |
|
|
2021
Q2 | $1.3M | Buy |
9,270
+866
| +10% | +$121K | 0.67% | 44 |
|
|
2021
Q1 | $1.07M | Buy |
8,404
+1,467
| +21% | +$187K | 0.61% | 48 |
|
|
2020
Q4 | $835K | Buy |
6,937
+980
| +16% | +$118K | 0.52% | 51 |
|
|
2020
Q3 | $693K | Buy |
5,957
+429
| +8% | +$49.9K | 0.47% | 61 |
|
|
2020
Q2 | $638K | Buy |
5,528
+867
| +19% | +$100K | 0.46% | 61 |
|
|
2020
Q1 | $494K | Buy |
4,661
+858
| +23% | +$90.9K | 0.39% | 67 |
|
|
2019
Q4 | $487K | Buy |
3,803
+195
| +5% | +$25K | 0.29% | 78 |
|
|
2019
Q3 | $489K | Buy |
3,608
+164
| +5% | +$22.2K | 0.33% | 76 |
|
|
2019
Q2 | $462K | Buy |
3,444
+318
| +10% | +$42.7K | 0.31% | 80 |
|
|
2019
Q1 | $422K | Buy |
+3,126
| New | +$422K | 0.31% | 77 |
|