LAM
Lebenthal Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $13.7M | Sell |
78,788
-3,160
| -4% | -$550K | 1.7% | 3 |
|
|
2016
Q4 | $13.6M | Sell |
81,948
-556
| -0.7% | -$92.3K | 1.75% | 4 |
|
|
2016
Q3 | $13.1M | Sell |
82,504
-1,621
| -2% | -$257K | 1.7% | 3 |
|
|
2016
Q2 | $12.8M | Buy |
84,125
+7,085
| +9% | +$1.08M | 1.65% | 4 |
|
|
2016
Q1 | $11.7M | Buy |
+77,040
| New | +$11.7M | 4.73% | 1 |
|