LDB
Lee, Danner & Bass’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Sell |
12,565
-779
| -6% | -$230K | 0.29% | 78 |
|
|
2025
Q1 | $3.32M | Sell |
13,344
-244
| -2% | -$60.7K | 0.27% | 74 |
|
|
2024
Q4 | $2.99M | Buy |
13,588
+390
| +3% | +$85.7K | 0.24% | 82 |
|
|
2024
Q3 | $2.92M | Buy |
13,198
+1
| +0% | +$221 | 0.21% | 89 |
|
|
2024
Q2 | $2.28M | Buy |
+13,197
| New | +$2.28M | 0.18% | 95 |
|
|
2023
Q4 | $2.16M | Buy |
13,195
+101
| +0.8% | +$16.5K | 0.18% | 99 |
|
|
2023
Q3 | $1.84M | Sell |
13,094
-1,077
| -8% | -$151K | 0.17% | 100 |
|
|
2023
Q2 | $1.9M | Sell |
14,171
-583
| -4% | -$78K | 0.16% | 102 |
|
|
2023
Q1 | $1.93M | Sell |
14,754
-320
| -2% | -$41.9K | 0.18% | 103 |
|
|
2022
Q4 | $2.12M | Hold |
15,074
| – | – | 0.2% | 100 |
|
|
2022
Q3 | $1.79M | Buy |
15,074
+200
| +1% | +$23.8K | 0.19% | 99 |
|
|
2022
Q2 | $2.1M | Sell |
14,874
-955
| -6% | -$135K | 0.21% | 93 |
|
|
2022
Q1 | $2.06M | Buy |
15,829
+158
| +1% | +$20.5K | 0.18% | 100 |
|
|
2021
Q4 | $2.1M | Sell |
15,671
-394
| -2% | -$52.7K | 0.18% | 95 |
|
|
2021
Q3 | $2.23M | Sell |
16,065
-1,182
| -7% | -$164K | 0.21% | 91 |
|
|
2021
Q2 | $2.53M | Sell |
17,247
-480
| -3% | -$70.4K | 0.23% | 88 |
|
|
2021
Q1 | $2.36M | Sell |
17,727
-1,550
| -8% | -$207K | 0.23% | 87 |
|
|
2020
Q4 | $2.43M | Sell |
19,277
-812
| -4% | -$102K | 0.26% | 81 |
|
|
2020
Q3 | $2.44M | Sell |
20,089
-30
| -0.1% | -$3.65K | 0.29% | 77 |
|
|
2020
Q2 | $2.43M | Sell |
20,119
-313
| -2% | -$37.8K | 0.31% | 73 |
|
|
2020
Q1 | $2.27M | Buy |
20,432
+4,822
| +31% | +$535K | 0.32% | 67 |
|
|
2019
Q4 | $2.09M | Sell |
15,610
-1,557
| -9% | -$209K | 0.22% | 90 |
|
|
2019
Q3 | $2.5M | Buy |
17,167
+1,205
| +8% | +$175K | 0.27% | 78 |
|
|
2019
Q2 | $2.2M | Buy |
15,962
+2,435
| +18% | +$336K | 0.23% | 84 |
|
|
2019
Q1 | $1.91M | Sell |
13,527
-8,535
| -39% | -$1.2M | 0.21% | 89 |
|
|
2018
Q4 | $2.51M | Sell |
22,062
-757
| -3% | -$86.1K | 0.3% | 72 |
|
|
2018
Q3 | $3.45M | Sell |
22,819
-750
| -3% | -$113K | 0.34% | 69 |
|
|
2018
Q2 | $3.29M | Sell |
23,569
-1,870
| -7% | -$261K | 0.35% | 68 |
|
|
2018
Q1 | $3.9M | Sell |
25,439
-1,015
| -4% | -$156K | 0.41% | 56 |
|
|
2017
Q4 | $4.06M | Sell |
26,454
-69
| -0.3% | -$10.6K | 0.41% | 60 |
|
|
2017
Q3 | $3.85M | Sell |
26,523
-1,468
| -5% | -$213K | 0.41% | 59 |
|
|
2017
Q2 | $4.31M | Sell |
27,991
-625
| -2% | -$96.1K | 0.48% | 53 |
|
|
2017
Q1 | $4.98M | Sell |
28,616
-3,139
| -10% | -$547K | 0.56% | 47 |
|
|
2016
Q4 | $5.27M | Sell |
31,755
-3,502
| -10% | -$581K | 0.62% | 43 |
|
|
2016
Q3 | $5.6M | Sell |
35,257
-390
| -1% | -$62K | 0.68% | 41 |
|
|
2016
Q2 | $5.41M | Buy |
35,647
+3,059
| +9% | +$464K | 0.66% | 41 |
|
|
2016
Q1 | $4.86M | Sell |
32,588
-2,732
| -8% | -$407K | 0.6% | 42 |
|
|
2015
Q4 | $4.86M | Sell |
35,320
-2,888
| -8% | -$397K | 0.64% | 42 |
|
|
2015
Q3 | $5.54M | Sell |
38,208
-1,707
| -4% | -$247K | 0.74% | 37 |
|
|
2015
Q2 | $6.49M | Sell |
39,915
-1,470
| -4% | -$239K | 0.77% | 37 |
|
|
2015
Q1 | $6.64M | Sell |
41,385
-5,993
| -13% | -$962K | 0.78% | 37 |
|
|
2014
Q4 | $7.6M | Sell |
47,378
-4,489
| -9% | -$720K | 0.91% | 30 |
|
|
2014
Q3 | $9.85M | Sell |
51,867
-2,768
| -5% | -$525K | 1.22% | 23 |
|
|
2014
Q2 | $9.9M | Sell |
54,635
-518
| -0.9% | -$93.9K | 1.21% | 22 |
|
|
2014
Q1 | $10.6M | Buy |
55,153
+18
| +0% | +$3.47K | 1.38% | 19 |
|
|
2013
Q4 | $10.3M | Sell |
55,135
-1,646
| -3% | -$309K | 1.38% | 21 |
|
|
2013
Q3 | $10.5M | Buy |
56,781
+867
| +2% | +$161K | 1.46% | 18 |
|
|
2013
Q2 | $10.7M | Buy |
+55,914
| New | +$10.7M | 1.56% | 15 |
|