LIA
LBMC Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
5,334
+9
| +0.2% | +$2.65K | 0.11% | 72 |
|
|
2025
Q1 | $1.32M | Buy |
5,325
+9
| +0.2% | +$2.24K | 0.1% | 74 |
|
|
2024
Q4 | $1.17M | Buy |
5,316
+10
| +0.2% | +$2.2K | 0.09% | 74 |
|
|
2024
Q3 | $1.17M | Sell |
5,306
-128
| -2% | -$28.3K | 0.09% | 72 |
|
|
2024
Q2 | $940K | Buy |
5,434
+14
| +0.3% | +$2.42K | 0.08% | 74 |
|
|
2024
Q1 | $1.04M | Buy |
5,420
+12
| +0.2% | +$2.29K | 0.09% | 70 |
|
|
2023
Q4 | $885K | Buy |
5,408
+14
| +0.3% | +$2.29K | 0.08% | 67 |
|
|
2023
Q3 | $757K | Buy |
5,394
+16
| +0.3% | +$2.25K | 0.08% | 73 |
|
|
2023
Q2 | $720K | Sell |
5,378
-267
| -5% | -$35.7K | 0.07% | 75 |
|
|
2023
Q1 | $740K | Buy |
5,645
+1,380
| +32% | +$181K | 0.07% | 72 |
|
|
2022
Q4 | $601K | Buy |
4,265
+18
| +0.4% | +$2.54K | 0.06% | 80 |
|
|
2022
Q3 | $505K | Buy |
4,247
+20
| +0.5% | +$2.38K | 0.06% | 81 |
|
|
2022
Q2 | $597K | Buy |
4,227
+22
| +0.5% | +$3.11K | 0.06% | 72 |
|
|
2022
Q1 | $547K | Buy |
4,205
+24
| +0.6% | +$3.12K | 0.05% | 87 |
|
|
2021
Q4 | $559K | Sell |
4,181
-3,269
| -44% | -$437K | 0.05% | 88 |
|
|
2021
Q3 | $566 | Buy |
7,450
+3,399
| +84% | +$258 | 0.05% | 83 |
|
|
2021
Q2 | $594K | Buy |
4,051
+137
| +4% | +$20.1K | 0.06% | 82 |
|
|
2021
Q1 | $522K | Sell |
3,914
-103
| -3% | -$13.7K | 0.06% | 75 |
|
|
2020
Q4 | $506K | Sell |
4,017
-557
| -12% | -$70.2K | 0.06% | 71 |
|
|
2020
Q3 | $557K | Sell |
4,574
-78
| -2% | -$9.5K | 0.08% | 63 |
|
|
2020
Q2 | $562K | Sell |
4,652
-61
| -1% | -$7.37K | 0.09% | 52 |
|
|
2020
Q1 | $523K | Sell |
4,713
-377
| -7% | -$41.8K | 0.1% | 47 |
|
|
2019
Q4 | $682K | Sell |
5,090
-218
| -4% | -$29.2K | 0.1% | 47 |
|
|
2019
Q3 | $772K | Buy |
5,308
+2,628
| +98% | +$382K | 0.12% | 42 |
|
|
2019
Q2 | $370K | Buy |
2,680
+140
| +6% | +$19.3K | 0.06% | 65 |
|
|
2019
Q1 | $358K | Sell |
2,540
-317
| -11% | -$44.7K | 0.06% | 67 |
|
|
2018
Q4 | $325K | Buy |
2,857
+867
| +44% | +$98.6K | 0.06% | 67 |
|
|
2018
Q3 | $301K | Buy |
1,990
+6
| +0.3% | +$908 | 0.05% | 78 |
|
|
2018
Q2 | $277K | Buy |
1,984
+34
| +2% | +$4.75K | 0.05% | 81 |
|
|
2018
Q1 | $299K | Sell |
1,950
-677
| -26% | -$104K | 0.05% | 67 |
|
|
2017
Q4 | $403K | Sell |
2,627
-201
| -7% | -$30.8K | 0.07% | 62 |
|
|
2017
Q3 | $410K | Buy |
2,828
+21
| +0.7% | +$3.05K | 0.07% | 55 |
|
|
2017
Q2 | $432K | Sell |
2,807
-676
| -19% | -$104K | 0.08% | 53 |
|
|
2017
Q1 | $607K | Buy |
3,483
+19
| +0.5% | +$3.31K | 0.11% | 43 |
|
|
2016
Q4 | $575K | Sell |
3,464
-158
| -4% | -$26.2K | 0.11% | 44 |
|
|
2016
Q3 | $575K | Sell |
3,622
-151
| -4% | -$24K | 0.11% | 46 |
|
|
2016
Q2 | $573K | Buy |
3,773
+226
| +6% | +$34.3K | 0.11% | 39 |
|
|
2016
Q1 | $537K | Buy |
3,547
+525
| +17% | +$79.5K | 0.11% | 42 |
|
|
2015
Q4 | $416K | Buy |
3,022
+26
| +0.9% | +$3.58K | 0.09% | 45 |
|
|
2015
Q3 | $434K | Buy |
2,996
+25
| +0.8% | +$3.62K | 0.1% | 40 |
|
|
2015
Q2 | $483K | Sell |
2,971
-179
| -6% | -$29.1K | 0.1% | 38 |
|
|
2015
Q1 | $506K | Sell |
3,150
-198
| -6% | -$31.8K | 0.11% | 37 |
|
|
2014
Q4 | $537K | Buy |
3,348
+2
| +0.1% | +$321 | 0.12% | 35 |
|
|
2014
Q3 | $635K | Buy |
+3,346
| New | +$635K | 0.15% | 27 |
|
|
2014
Q2 | – | Sell |
-3,144
| Closed | -$605K | – | 48 |
|
|
2014
Q1 | $605K | Buy |
3,144
+84
| +3% | +$16.2K | 0.15% | 29 |
|
|
2013
Q4 | $574K | Buy |
3,060
+1
| +0% | +$188 | 0.15% | 29 |
|
|
2013
Q3 | $566K | Hold |
3,059
| – | – | 0.17% | 29 |
|
|
2013
Q2 | $585K | Buy |
+3,059
| New | +$585K | 0.2% | 27 |
|