LBC
Lawrence B. Cohen’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,458
| Closed | -$212K | – | 78 |
|
|
2019
Q3 | $212K | Buy |
+1,458
| New | +$212K | 0.14% | 72 |
|
|
2017
Q1 | – | Sell |
-1,220
| Closed | -$203K | – | 75 |
|
|
2016
Q4 | $203K | Sell |
1,220
-1,018
| -45% | -$169K | 0.12% | 74 |
|
|
2016
Q3 | $356K | Sell |
2,238
-270
| -11% | -$42.9K | 0.21% | 59 |
|
|
2016
Q2 | $381K | Sell |
2,508
-135
| -5% | -$20.5K | 0.23% | 59 |
|
|
2016
Q1 | $400K | Sell |
2,643
-400
| -13% | -$60.5K | 0.26% | 55 |
|
|
2015
Q4 | $419K | Sell |
3,043
-550
| -15% | -$75.7K | 0.28% | 53 |
|
|
2015
Q3 | $521K | Buy |
3,593
+375
| +12% | +$54.4K | 0.36% | 48 |
|
|
2015
Q2 | $523K | Sell |
3,218
-55
| -2% | -$8.94K | 0.33% | 46 |
|
|
2015
Q1 | $525K | Sell |
3,273
-200
| -6% | -$32.1K | 0.32% | 46 |
|
|
2014
Q4 | $557K | Sell |
3,473
-135
| -4% | -$21.7K | 0.34% | 47 |
|
|
2014
Q3 | $685K | Sell |
3,608
-767
| -18% | -$146K | 0.45% | 39 |
|
|
2014
Q2 | $793K | Sell |
4,375
-655
| -13% | -$119K | 0.52% | 39 |
|
|
2014
Q1 | $968K | Sell |
5,030
-807
| -14% | -$155K | 0.67% | 33 |
|
|
2013
Q4 | $1.1M | Sell |
5,837
-675
| -10% | -$127K | 0.78% | 32 |
|
|
2013
Q3 | $1.21M | Buy |
6,512
+245
| +4% | +$45.4K | 0.91% | 30 |
|
|
2013
Q2 | $1.2M | Buy |
+6,267
| New | +$1.2M | 0.88% | 30 |
|