LFA
Legacy Financial Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
8,120
+128
| +2% | +$37.7K | 0.37% | 42 |
|
|
2025
Q1 | $1.99M | Buy |
7,992
+543
| +7% | +$135K | 0.33% | 49 |
|
|
2024
Q4 | $1.64M | Buy |
7,449
+510
| +7% | +$112K | 0.27% | 63 |
|
|
2024
Q3 | $1.53M | Buy |
6,939
+588
| +9% | +$130K | 0.26% | 66 |
|
|
2024
Q2 | $1.1M | Buy |
6,351
+135
| +2% | +$23.3K | 0.2% | 81 |
|
|
2024
Q1 | $1.19M | Buy |
6,216
+65
| +1% | +$12.4K | 0.21% | 83 |
|
|
2023
Q4 | $1.01M | Buy |
6,151
+181
| +3% | +$29.6K | 0.19% | 84 |
|
|
2023
Q3 | $838K | Buy |
5,970
+199
| +3% | +$27.9K | 0.17% | 81 |
|
|
2023
Q2 | $772K | Sell |
5,771
-31
| -0.5% | -$4.15K | 0.14% | 86 |
|
|
2023
Q1 | $761K | Sell |
5,802
-1,686
| -23% | -$221K | 0.16% | 77 |
|
|
2022
Q4 | $1.05M | Buy |
7,488
+1,795
| +32% | +$253K | 0.23% | 56 |
|
|
2022
Q3 | $676K | Sell |
5,693
-815
| -13% | -$96.8K | 0.16% | 71 |
|
|
2022
Q2 | $919K | Buy |
6,508
+1,103
| +20% | +$156K | 0.23% | 49 |
|
|
2022
Q1 | $703K | Buy |
5,405
+3,378
| +167% | +$439K | 0.16% | 71 |
|
|
2021
Q4 | $271K | Buy |
2,027
+182
| +10% | +$24.3K | 0.06% | 159 |
|
|
2021
Q3 | $256K | Sell |
1,845
-42
| -2% | -$5.83K | 0.06% | 149 |
|
|
2021
Q2 | $277K | Sell |
1,887
-428
| -18% | -$62.8K | 0.07% | 128 |
|
|
2021
Q1 | $308K | Buy |
2,315
+293
| +14% | +$39K | 0.08% | 105 |
|
|
2020
Q4 | $255K | Sell |
2,022
-756
| -27% | -$95.3K | 0.07% | 113 |
|
|
2020
Q3 | $338K | Buy |
+2,778
| New | +$338K | 0.1% | 78 |
|
|
2020
Q1 | – | Sell |
-3,062
| Closed | -$410K | – | 88 |
|
|
2019
Q4 | $410K | Sell |
3,062
-512
| -14% | -$68.6K | 0.13% | 75 |
|
|
2019
Q3 | $520K | Sell |
3,574
-196
| -5% | -$28.5K | 0.17% | 57 |
|
|
2019
Q2 | $520K | Sell |
3,770
-211
| -5% | -$29.1K | 0.18% | 57 |
|
|
2019
Q1 | $562K | Sell |
3,981
-43
| -1% | -$6.07K | 0.19% | 50 |
|
|
2018
Q4 | $457K | Sell |
4,024
-11
| -0.3% | -$1.25K | 0.18% | 56 |
|
|
2018
Q3 | $610K | Buy |
4,035
+59
| +1% | +$8.92K | 0.22% | 43 |
|
|
2018
Q2 | $580K | Sell |
3,976
-231
| -5% | -$33.7K | 0.22% | 42 |
|
|
2018
Q1 | $653K | Sell |
4,207
-102
| -2% | -$15.8K | 0.26% | 35 |
|
|
2017
Q4 | $661K | Buy |
+4,309
| New | +$661K | 0.27% | 33 |
|