LAM
Lewis Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Sell |
2,714
-358
| -12% | -$106K | 0.38% | 67 |
|
|
2025
Q1 | $764K | Sell |
3,072
-71
| -2% | -$17.7K | 0.63% | 42 |
|
|
2024
Q4 | $691K | Sell |
3,143
-315
| -9% | -$69.3K | 0.53% | 47 |
|
|
2024
Q3 | $765K | Buy |
3,458
+190
| +6% | +$42K | 0.56% | 43 |
|
|
2024
Q2 | $565K | Buy |
3,268
+234
| +8% | +$40.5K | 0.43% | 54 |
|
|
2024
Q1 | $579K | Buy |
3,034
+343
| +13% | +$65.5K | 0.48% | 50 |
|
|
2023
Q4 | $440K | Buy |
+2,691
| New | +$440K | 0.4% | 64 |
|