LWAM
Legacy Wealth Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
5,626
-232
| -4% | -$68.4K | 0.42% | 58 |
|
|
2025
Q1 | $1.46M | Sell |
5,858
-151
| -3% | -$37.5K | 0.4% | 72 |
|
|
2024
Q4 | $1.32M | Sell |
6,009
-229
| -4% | -$50.3K | 0.36% | 69 |
|
|
2024
Q3 | $1.38M | Sell |
6,238
-67
| -1% | -$14.8K | 0.37% | 74 |
|
|
2024
Q2 | $1.09M | Sell |
6,305
-6,301
| -50% | -$1.09M | 0.31% | 88 |
|
|
2024
Q1 | $2.41M | Sell |
12,606
-368
| -3% | -$70.3K | 0.67% | 26 |
|
|
2023
Q4 | $2.12M | Sell |
12,974
-294
| -2% | -$48.1K | 0.7% | 28 |
|
|
2023
Q3 | $1.86M | Sell |
13,268
-269
| -2% | -$37.7K | 0.68% | 29 |
|
|
2023
Q2 | $1.81M | Buy |
13,537
+895
| +7% | +$120K | 0.63% | 35 |
|
|
2023
Q1 | $1.66M | Sell |
12,642
-75
| -0.6% | -$9.83K | 0.6% | 35 |
|
|
2022
Q4 | $1.79M | Sell |
12,717
-190
| -1% | -$26.8K | 0.68% | 29 |
|
|
2022
Q3 | $1.53M | Buy |
12,907
+2,743
| +27% | +$326K | 0.67% | 27 |
|
|
2022
Q2 | $1.44M | Sell |
10,164
-1,171
| -10% | -$165K | 0.58% | 31 |
|
|
2022
Q1 | $1.47M | Buy |
11,335
+427
| +4% | +$55.5K | 0.52% | 43 |
|
|
2021
Q4 | $1.46M | Buy |
10,908
+2,303
| +27% | +$308K | 0.49% | 39 |
|
|
2021
Q3 | $1.2M | Buy |
8,605
+129
| +2% | +$17.9K | 0.55% | 38 |
|
|
2021
Q2 | $1.24M | Sell |
8,476
-2,009
| -19% | -$294K | 0.55% | 32 |
|
|
2021
Q1 | $1.4M | Buy |
10,485
+159
| +2% | +$21.2K | 0.64% | 23 |
|
|
2020
Q4 | $1.3M | Buy |
+10,326
| New | +$1.3M | 0.65% | 23 |
|