LFA
Level Financial Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
+782
| New | +$231K | 0.07% | 84 |
|
|
2024
Q1 | – | Sell |
-59
| Closed | -$9.69K | – | 155 |
|
|
2023
Q4 | $9.69K | Hold |
59
| – | – | ﹤0.01% | 195 |
|
|
2023
Q3 | $8.31K | Hold |
59
| – | – | ﹤0.01% | 200 |
|
|
2023
Q2 | $7.92K | Hold |
59
| – | – | ﹤0.01% | 200 |
|
|
2023
Q1 | $7.76K | Hold |
59
| – | – | ﹤0.01% | 173 |
|
|
2022
Q4 | $8K | Hold |
59
| – | – | 0.01% | 174 |
|
|
2022
Q3 | $7K | Hold |
59
| – | – | 0.01% | 181 |
|
|
2022
Q2 | $8K | Hold |
59
| – | – | 0.01% | 190 |
|
|
2022
Q1 | $8K | Sell |
59
-50
| -46% | -$6.78K | 0.01% | 163 |
|
|
2021
Q4 | $15K | Buy |
+109
| New | +$15K | 0.01% | 149 |
|