LF
Lee Financial’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
1,110
-537
| -33% | -$158K | 0.05% | 114 |
|
|
2025
Q1 | $410K | Sell |
1,647
-254
| -13% | -$63.2K | 0.06% | 106 |
|
|
2024
Q4 | $418K | Buy |
1,901
+3
| +0.2% | +$659 | 0.06% | 124 |
|
|
2024
Q3 | $420K | Buy |
1,898
+244
| +15% | +$53.9K | 0.06% | 123 |
|
|
2024
Q2 | $286K | Sell |
1,654
-22
| -1% | -$3.81K | 0.05% | 121 |
|
|
2024
Q1 | $320K | Buy |
1,676
+34
| +2% | +$6.49K | 0.05% | 117 |
|
|
2023
Q4 | $269K | Buy |
1,642
+32
| +2% | +$5.23K | 0.05% | 119 |
|
|
2023
Q3 | $226K | Buy |
1,610
+20
| +1% | +$2.81K | 0.04% | 125 |
|
|
2023
Q2 | $213K | Hold |
1,590
| – | – | 0.04% | 127 |
|
|
2023
Q1 | $208K | Sell |
1,590
-7
| -0.4% | -$918 | 0.04% | 125 |
|
|
2022
Q4 | $225K | Hold |
1,597
| – | – | 0.04% | 139 |
|
|
2022
Q3 | $190K | Sell |
1,597
-3
| -0.2% | -$357 | 0.04% | 148 |
|
|
2022
Q2 | $226K | Buy |
1,600
+10
| +0.6% | +$1.41K | 0.04% | 135 |
|
|
2022
Q1 | $207K | Sell |
1,590
-556
| -26% | -$72.4K | 0.04% | 142 |
|
|
2021
Q4 | $287K | Buy |
2,146
+686
| +47% | +$91.7K | 0.05% | 121 |
|
|
2021
Q3 | $203K | Buy |
1,460
+100
| +7% | +$13.9K | 0.04% | 140 |
|
|
2021
Q2 | $199K | Buy |
1,360
+622
| +84% | +$91K | 0.04% | 138 |
|
|
2021
Q1 | $98K | Hold |
738
| – | – | 0.02% | 180 |
|
|
2020
Q4 | $93K | Hold |
738
| – | – | 0.02% | 166 |
|
|
2020
Q3 | $90K | Hold |
738
| – | – | 0.03% | 162 |
|
|
2020
Q2 | $89K | Buy |
738
+400
| +118% | +$48.2K | 0.02% | 154 |
|
|
2020
Q1 | $37K | Hold |
338
| – | – | 0.01% | 194 |
|
|
2019
Q4 | $45K | Hold |
338
| – | – | 0.01% | 198 |
|
|
2019
Q3 | $49K | Buy |
338
+230
| +213% | +$33.3K | 0.01% | 193 |
|
|
2019
Q2 | $15K | Hold |
108
| – | – | ﹤0.01% | 294 |
|
|
2019
Q1 | $15K | Hold |
108
| – | – | ﹤0.01% | 283 |
|
|
2018
Q4 | $12K | Sell |
108
-105
| -49% | -$11.7K | ﹤0.01% | 264 |
|
|
2018
Q3 | $32K | Sell |
213
-658
| -76% | -$98.9K | 0.01% | 218 |
|
|
2018
Q2 | $122K | Sell |
871
-55
| -6% | -$7.7K | 0.03% | 197 |
|
|
2018
Q1 | $142K | Buy |
926
+658
| +246% | +$101K | 0.04% | 180 |
|
|
2017
Q4 | $41K | Hold |
268
| – | – | 0.01% | 200 |
|
|
2017
Q3 | $39K | Sell |
268
-200
| -43% | -$29.1K | 0.01% | 197 |
|
|
2017
Q2 | $72K | Hold |
468
| – | – | 0.03% | 170 |
|
|
2017
Q1 | $81K | Hold |
468
| – | – | 0.03% | 146 |
|
|
2016
Q4 | $78K | Buy |
+468
| New | +$78K | 0.04% | 147 |
|