LP
LGL Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Buy |
2,685
+17
| +0.6% | +$4.25K | 0.3% | 30 |
|
|
2025
Q1 | $663K | Buy |
+2,668
| New | +$663K | 0.32% | 32 |
|
|
2024
Q4 | – | Sell |
-1,072
| Closed | -$237K | – | 127 |
|
|
2024
Q3 | $237K | Buy |
+1,072
| New | +$237K | 0.03% | 105 |
|
|
2024
Q2 | – | Sell |
-1,057
| Closed | -$202K | – | 117 |
|
|
2024
Q1 | $202K | Buy |
+1,057
| New | +$202K | 0.03% | 97 |
|
|
2020
Q1 | – | Sell |
-2,005
| Closed | -$269K | – | 91 |
|
|
2019
Q4 | $269K | Hold |
2,005
| – | – | 0.09% | 88 |
|
|
2019
Q3 | $292K | Buy |
2,005
+260
| +15% | +$37.9K | 0.12% | 84 |
|
|
2019
Q2 | $241K | Buy |
1,745
+35
| +2% | +$4.83K | 0.1% | 100 |
|
|
2019
Q1 | $241K | Buy |
+1,710
| New | +$241K | 0.09% | 97 |
|