LGA
Lebenthal Global Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
6,997
+2,045
| +41% | +$603K | 0.38% | 39 |
|
|
2025
Q1 | $1.23M | Sell |
4,952
-140
| -3% | -$34.8K | 0.23% | 60 |
|
|
2024
Q4 | $1.12M | Buy |
5,092
+2,466
| +94% | +$542K | 0.2% | 77 |
|
|
2024
Q3 | $581K | Sell |
2,626
-981
| -27% | -$217K | 0.12% | 113 |
|
|
2024
Q2 | $624K | Buy |
3,607
+863
| +31% | +$149K | 0.14% | 95 |
|
|
2024
Q1 | $524K | Sell |
2,744
-1,140
| -29% | -$218K | 0.12% | 110 |
|
|
2023
Q4 | $635K | Sell |
3,884
-386
| -9% | -$63.1K | 0.15% | 90 |
|
|
2023
Q3 | $599K | Sell |
4,270
-1,081
| -20% | -$152K | 0.18% | 70 |
|
|
2023
Q2 | $716K | Sell |
5,351
-313
| -6% | -$41.9K | 0.21% | 50 |
|
|
2023
Q1 | $742K | Buy |
5,664
+2,976
| +111% | +$390K | 0.23% | 40 |
|
|
2022
Q4 | $379K | Sell |
2,688
-2,194
| -45% | -$309K | 0.12% | 89 |
|
|
2022
Q3 | $580K | Buy |
4,882
+722
| +17% | +$85.8K | 0.27% | 47 |
|
|
2022
Q2 | $587K | Sell |
4,160
-2,137
| -34% | -$302K | 0.28% | 56 |
|
|
2022
Q1 | $818K | Buy |
6,297
+1,001
| +19% | +$130K | 0.35% | 41 |
|
|
2021
Q4 | $707K | Buy |
5,296
+778
| +17% | +$104K | 0.29% | 46 |
|
|
2021
Q3 | $627K | Sell |
4,518
-3,991
| -47% | -$554K | 0.39% | 49 |
|
|
2021
Q2 | $1.25M | Buy |
8,509
+5,105
| +150% | +$748K | 0.67% | 22 |
|
|
2021
Q1 | $453K | Sell |
3,404
-200
| -6% | -$26.6K | 0.28% | 58 |
|
|
2020
Q4 | $453K | Buy |
+3,604
| New | +$453K | 0.32% | 36 |
|