Lavaca Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Hold |
946
| – | – | 0.1% | 84 |
|
|
2025
Q1 | $235K | Sell |
946
-229
| -19% | -$56.9K | 0.1% | 85 |
|
|
2024
Q4 | $258K | Buy |
1,175
+182
| +18% | +$40K | 0.1% | 91 |
|
|
2024
Q3 | $220K | Buy |
+993
| New | +$220K | 0.09% | 95 |
|
|
2023
Q3 | – | Sell |
-2,924
| Closed | -$391K | – | 142 |
|
|
2023
Q2 | $391K | Sell |
2,924
-27,937
| -91% | -$3.74M | 0.11% | 112 |
|
|
2023
Q1 | $4.16M | Hold |
30,861
| – | – | 0.87% | 17 |
|
|
2022
Q4 | $4.27M | Buy |
30,861
+1
| +0% | +$138 | 1.33% | 14 |
|
|
2022
Q3 | $4.03M | Buy |
30,860
+300
| +1% | +$39.2K | 1.45% | 11 |
|
|
2022
Q2 | $4.04M | Hold |
30,560
| – | – | 0.6% | 11 |
|
|
2022
Q1 | $3.97M | Sell |
30,560
-199
| -0.6% | -$25.9K | 0.43% | 15 |
|
|
2021
Q4 | $4.11M | Buy |
30,759
+363
| +1% | +$48.5K | 0.53% | 15 |
|
|
2021
Q3 | $4.04M | Buy |
30,396
+2,615
| +9% | +$347K | 0.41% | 12 |
|
|
2021
Q2 | $3.89M | Buy |
27,781
+105
| +0.4% | +$14.7K | 0.39% | 12 |
|
|
2021
Q1 | $3.53M | Sell |
27,676
-2,233
| -7% | -$284K | 0.3% | 12 |
|
|
2020
Q4 | $3.6M | Buy |
29,909
+1,646
| +6% | +$198K | 0.47% | 12 |
|
|
2020
Q3 | $3.29M | Buy |
28,263
+6,841
| +32% | +$796K | 0.52% | 15 |
|
|
2020
Q2 | $2.47M | Sell |
21,422
-523
| -2% | -$60.4K | 0.79% | 13 |
|
|
2020
Q1 | $2.33M | Sell |
21,945
-2,406
| -10% | -$255K | 2.25% | 11 |
|
|
2019
Q4 | $3.12M | Sell |
24,351
-1,396
| -5% | -$179K | 2.4% | 10 |
|
|
2019
Q3 | $3.58M | Hold |
25,747
| – | – | 2.7% | 9 |
|
|
2019
Q2 | $3.39M | Hold |
25,747
| – | – | 2.62% | 10 |
|
|
2019
Q1 | $3.47M | Buy |
25,747
+2,406
| +10% | +$325K | 2.96% | 10 |
|
|
2018
Q4 | $2.54M | Buy |
+23,341
| New | +$2.54M | 2.53% | 9 |
|