Lehman & Derafelo Financial Resources’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $328K | Buy |
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|
2022
Q3 | $225K | Hold |
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|
2022
Q2 | $267K | Buy |
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|
2022
Q1 | $225K | Hold |
|
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|
2021
Q4 | $231K | Sell |
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|
2021
Q3 | $240K | Sell |
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|
2021
Q2 | $274K | Hold |
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|
2021
Q1 | $249K | Hold |
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|
2020
Q4 | $236K | Hold |
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|
2020
Q3 | $228K | Buy |
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|
2020
Q2 | $214K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $351K | Buy |
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|
2019
Q2 | $333K | Buy |
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|
2019
Q1 | $220K | Buy |
|