LA
Legacy Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,995
| Closed | -$1.99M | – | 191 |
|
|
2025
Q1 | $1.99M | Buy |
7,995
+2,282
| +40% | +$567K | 0.2% | 90 |
|
|
2024
Q4 | $1.26M | Buy |
5,713
+1,691
| +42% | +$372K | 0.12% | 131 |
|
|
2024
Q3 | $889K | Buy |
4,022
+131
| +3% | +$29K | 0.1% | 172 |
|
|
2024
Q2 | $673K | Buy |
3,891
+90
| +2% | +$15.6K | 0.08% | 181 |
|
|
2024
Q1 | $726K | Sell |
3,801
-787
| -17% | -$150K | 0.09% | 174 |
|
|
2023
Q4 | $750K | Sell |
4,588
-622
| -12% | -$102K | 0.1% | 158 |
|
|
2023
Q3 | $731K | Buy |
+5,210
| New | +$731K | 0.12% | 146 |
|
|
2019
Q3 | – | Sell |
-731
| Closed | -$101K | – | 207 |
|
|
2019
Q2 | $101K | Buy |
731
+1
| +0.1% | +$138 | 0.07% | 161 |
|
|
2019
Q1 | $103K | Buy |
+730
| New | +$103K | 0.03% | 151 |
|
|
2018
Q4 | – | Sell |
-428
| Closed | -$65K | – | 237 |
|
|
2018
Q3 | $65K | Sell |
428
-2
| -0.5% | -$304 | 0.03% | 211 |
|
|
2018
Q2 | $60K | Buy |
430
+2
| +0.5% | +$279 | 0.04% | 172 |
|
|
2018
Q1 | $67K | Buy |
+428
| New | +$67K | 0.05% | 141 |
|