LA
Latitude Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Sell |
1,204
-51
| -4% | -$15K | 0.18% | 123 |
|
|
2025
Q1 | $312K | Sell |
1,255
-366
| -23% | -$91K | 0.18% | 134 |
|
|
2024
Q4 | $356K | Sell |
1,621
-29
| -2% | -$6.38K | 0.2% | 109 |
|
|
2024
Q3 | $365K | Buy |
1,650
+35
| +2% | +$7.74K | 0.21% | 114 |
|
|
2024
Q2 | $279K | Buy |
1,615
+35
| +2% | +$6.06K | 0.17% | 126 |
|
|
2024
Q1 | $302K | Sell |
1,580
-18
| -1% | -$3.44K | 0.19% | 117 |
|
|
2023
Q4 | $261K | Sell |
1,598
-174
| -10% | -$28.5K | 0.18% | 130 |
|
|
2023
Q3 | $249K | Buy |
1,772
+104
| +6% | +$14.6K | 0.18% | 131 |
|
|
2023
Q2 | $223K | Sell |
1,668
-94
| -5% | -$12.6K | 0.16% | 141 |
|
|
2023
Q1 | $231K | Sell |
1,762
-92
| -5% | -$12.1K | 0.17% | 142 |
|
|
2022
Q4 | $261K | Buy |
+1,854
| New | +$261K | 0.2% | 123 |
|
|
2022
Q2 | – | Sell |
-3,339
| Closed | -$434K | – | 211 |
|
|
2022
Q1 | $434K | Buy |
3,339
+1,703
| +104% | +$221K | 0.1% | 202 |
|
|
2021
Q4 | $219K | Buy |
+1,636
| New | +$219K | 0.06% | 275 |
|