Lido Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1M | Sell |
91,938
-3,072
| -3% | -$906K | 0.11% | 114 |
|
|
2025
Q1 | $23.6M | Buy |
95,010
+462
| +0.5% | +$115K | 0.11% | 115 |
|
|
2024
Q4 | $20.8M | Buy |
94,548
+16,479
| +21% | +$3.62M | 0.09% | 119 |
|
|
2024
Q3 | $17.3M | Buy |
78,069
+9,449
| +14% | +$2.09M | 0.09% | 116 |
|
|
2024
Q2 | $11.9M | Buy |
68,620
+6,051
| +10% | +$1.05M | 0.07% | 150 |
|
|
2024
Q1 | $11.9M | Buy |
62,569
+6,356
| +11% | +$1.21M | 0.07% | 140 |
|
|
2023
Q4 | $9.19M | Buy |
56,213
+2,667
| +5% | +$436K | 0.06% | 165 |
|
|
2023
Q3 | $7.51M | Sell |
53,546
-35,114
| -40% | -$4.93M | 0.06% | 162 |
|
|
2023
Q2 | $11.9M | Buy |
88,660
+39,460
| +80% | +$5.28M | 0.08% | 128 |
|
|
2023
Q1 | $6.45M | Buy |
49,200
+42
| +0.1% | +$5.51K | 0.06% | 168 |
|
|
2022
Q4 | $6.93M | Buy |
49,158
+21,061
| +75% | +$2.97M | 0.08% | 120 |
|
|
2022
Q3 | $3.34M | Buy |
28,097
+8,527
| +44% | +$1.01M | 0.04% | 172 |
|
|
2022
Q2 | $2.76M | Buy |
19,570
+993
| +5% | +$140K | 0.04% | 173 |
|
|
2022
Q1 | $2.42M | Sell |
18,577
-108,168
| -85% | -$14.1M | 0.03% | 218 |
|
|
2021
Q4 | $16.9M | Buy |
126,745
+48,600
| +62% | +$6.5M | 0.18% | 56 |
|
|
2021
Q3 | $10.4M | Buy |
78,145
+7,038
| +10% | +$935K | 0.15% | 71 |
|
|
2021
Q2 | $9.97M | Buy |
71,107
+4,569
| +7% | +$640K | 0.14% | 77 |
|
|
2021
Q1 | $8.48M | Buy |
66,538
+7,273
| +12% | +$927K | 0.15% | 87 |
|
|
2020
Q4 | $7.13M | Buy |
59,265
+8,389
| +16% | +$1.01M | 0.15% | 79 |
|
|
2020
Q3 | $5.92M | Buy |
50,876
+5,679
| +13% | +$661K | 0.15% | 79 |
|
|
2020
Q2 | $5.22M | Buy |
45,197
+17,746
| +65% | +$2.05M | 0.16% | 79 |
|
|
2020
Q1 | $2.91M | Buy |
27,451
+20,816
| +314% | +$2.21M | 0.12% | 95 |
|
|
2019
Q4 | $850K | Sell |
6,635
-1,224
| -16% | -$157K | 0.03% | 261 |
|
|
2019
Q3 | $1.09M | Buy |
7,859
+129
| +2% | +$17.9K | 0.06% | 175 |
|
|
2019
Q2 | $1.02M | Sell |
7,730
-942
| -11% | -$124K | 0.06% | 164 |
|
|
2019
Q1 | $1.17M | Buy |
8,672
+2,345
| +37% | +$316K | 0.08% | 143 |
|
|
2018
Q4 | $687K | Buy |
6,327
+3,846
| +155% | +$418K | 0.07% | 166 |
|
|
2018
Q3 | $358K | Buy |
+2,481
| New | +$358K | 0.03% | 282 |
|
|
2017
Q3 | – | Sell |
-2,608
| Closed | -$384K | – | 299 |
|
|
2017
Q2 | $384K | Sell |
2,608
-980
| -27% | -$144K | 0.08% | 138 |
|
|
2017
Q1 | $525K | Buy |
+3,588
| New | +$525K | 0.15% | 98 |
|