LaSalle St. Investment 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 | $975K | Sell |
3,309
-24
| -0.7% | -$7.07K | 0.27% | 78 |
|
2025
Q1 | $828K | Buy |
+3,333
| New | +$828K | 0.2% | 100 |
|
2024
Q4 | – | Sell |
-3,160
| Closed | -$698K | – | 288 |
|
2024
Q3 | $698K | Buy |
3,160
+489
| +18% | +$108K | 0.27% | 66 |
|
2024
Q2 | $462K | Sell |
2,671
-572
| -18% | -$98.9K | 0.23% | 81 |
|
2024
Q1 | $577K | Buy |
3,243
+1,000
| +45% | +$178K | 0.32% | 51 |
|
2023
Q4 | $3.67M | Sell |
2,243
-809
| -27% | -$1.32M | 0.25% | 68 |
|
2023
Q3 | $428K | Buy |
3,052
+408
| +15% | +$57.2K | 0.21% | 66 |
|
2023
Q2 | $353K | Sell |
2,644
-391
| -13% | -$52.2K | 0.16% | 76 |
|
2023
Q1 | $397K | Buy |
3,035
+422
| +16% | +$55.2K | 0.18% | 75 |
|
2022
Q4 | $368K | Buy |
+2,613
| New | +$368K | 0.17% | 68 |
|