LFS
Legacy Financial Strategies’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $738K | Buy |
2,503
+1,504
| +151% | +$443K | 0.14% | 66 |
|
|
2025
Q1 | $249K | Buy |
999
+75
| +8% | +$18.7K | 0.05% | 103 |
|
|
2024
Q4 | $203K | Sell |
924
-115
| -11% | -$25.3K | 0.04% | 115 |
|
|
2024
Q3 | $230K | Buy |
+1,039
| New | +$230K | 0.05% | 106 |
|
|
2024
Q2 | – | Sell |
-1,337
| Closed | -$255K | – | 100 |
|
|
2024
Q1 | $255K | Buy |
+1,337
| New | +$255K | 0.07% | 77 |
|