LIM
Lathrop Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
40,779
+652
| +2% | +$192K | 2.27% | 23 |
|
|
2025
Q1 | $9.98M | Buy |
40,127
+4,452
| +12% | +$1.11M | 1.98% | 25 |
|
|
2024
Q4 | $7.84M | Sell |
35,675
-903
| -2% | -$198K | 1.49% | 28 |
|
|
2024
Q3 | $8.09M | Sell |
36,578
-262
| -0.7% | -$57.9K | 1.5% | 29 |
|
|
2024
Q2 | $6.37M | Sell |
36,840
-5,615
| -13% | -$971K | 1.25% | 33 |
|
|
2024
Q1 | $8.11M | Sell |
42,455
-6,622
| -13% | -$1.26M | 1.57% | 31 |
|
|
2023
Q4 | $8.03M | Sell |
49,077
-157
| -0.3% | -$25.7K | 1.64% | 30 |
|
|
2023
Q3 | $6.91M | Sell |
49,234
-1,016
| -2% | -$143K | 1.49% | 31 |
|
|
2023
Q2 | $6.72M | Sell |
50,250
-22
| -0% | -$2.94K | 1.37% | 30 |
|
|
2023
Q1 | $6.59M | Buy |
50,272
+337
| +0.7% | +$44.2K | 1.4% | 31 |
|
|
2022
Q4 | $7.04M | Sell |
49,935
-167
| -0.3% | -$23.5K | 1.56% | 30 |
|
|
2022
Q3 | $5.95M | Sell |
50,102
-1,179
| -2% | -$140K | 1.57% | 31 |
|
|
2022
Q2 | $7.24M | Sell |
51,281
-587
| -1% | -$82.9K | 1.81% | 29 |
|
|
2022
Q1 | $6.74M | Sell |
51,868
-826
| -2% | -$107K | 1.42% | 30 |
|
|
2021
Q4 | $7.04M | Sell |
52,694
-32,635
| -38% | -$4.36M | 1.39% | 31 |
|
|
2021
Q3 | $11.9M | Buy |
85,329
+9,068
| +12% | +$1.26M | 2.53% | 25 |
|
|
2021
Q2 | $11.2M | Buy |
76,261
+5,529
| +8% | +$810K | 2.31% | 26 |
|
|
2021
Q1 | $9.43M | Sell |
70,732
-6,806
| -9% | -$907K | 2.11% | 27 |
|
|
2020
Q4 | $9.76M | Sell |
77,538
-3,694
| -5% | -$465K | 2.41% | 19 |
|
|
2020
Q3 | $9.88M | Buy |
81,232
+1,036
| +1% | +$126K | 2.79% | 15 |
|
|
2020
Q2 | $9.69M | Sell |
80,196
-198
| -0.2% | -$23.9K | 2.89% | 16 |
|
|
2020
Q1 | $8.92M | Buy |
80,394
+5,139
| +7% | +$570K | 3.14% | 13 |
|
|
2019
Q4 | $10.1M | Buy |
75,255
+283
| +0.4% | +$37.9K | 2.69% | 19 |
|
|
2019
Q3 | $10.9M | Buy |
74,972
+3,655
| +5% | +$531K | 3.01% | 17 |
|
|
2019
Q2 | $9.84M | Buy |
71,317
+5,557
| +8% | +$766K | 2.79% | 17 |
|
|
2019
Q1 | $9.28M | Buy |
+65,760
| New | +$9.28M | 2.76% | 18 |
|
|
2018
Q4 | – | Sell |
-1,422
| Closed | -$215K | – | 65 |
|
|
2018
Q3 | $215K | Buy |
+1,422
| New | +$215K | 0.06% | 60 |
|
|
2014
Q4 | – | Sell |
-2,854
| Closed | -$542K | – | 56 |
|
|
2014
Q3 | $542K | Buy |
2,854
+1
| +0% | +$190 | 0.21% | 37 |
|
|
2014
Q2 | $517K | Buy |
2,853
+1
| +0% | +$181 | 0.2% | 38 |
|
|
2014
Q1 | $549K | Sell |
2,852
-767
| -21% | -$148K | 0.22% | 34 |
|
|
2013
Q4 | $679K | Sell |
3,619
-62
| -2% | -$11.6K | 0.29% | 35 |
|
|
2013
Q3 | $682K | Sell |
3,681
-142
| -4% | -$26.3K | 0.32% | 34 |
|
|
2013
Q2 | $731K | Buy |
+3,823
| New | +$731K | 0.37% | 35 |
|