LFA
LifeGuide Financial Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Hold |
3,087
| – | – | 0.34% | 23 |
|
|
2025
Q1 | $768K | Hold |
3,087
| – | – | 0.31% | 23 |
|
|
2024
Q4 | $679K | Hold |
3,087
| – | – | 0.29% | 24 |
|
|
2024
Q3 | $683K | Sell |
3,087
-853
| -22% | -$189K | 0.29% | 24 |
|
|
2024
Q2 | $681K | Buy |
3,940
+28
| +0.7% | +$4.84K | 0.33% | 24 |
|
|
2024
Q1 | $747K | Hold |
3,912
| – | – | 0.38% | 22 |
|
|
2023
Q4 | $640K | Buy |
3,912
+20
| +0.5% | +$3.27K | 0.34% | 26 |
|
|
2023
Q3 | $546K | Sell |
3,892
-76
| -2% | -$10.7K | 0.32% | 25 |
|
|
2023
Q2 | $531K | Buy |
3,968
+92
| +2% | +$12.3K | 0.36% | 25 |
|
|
2023
Q1 | $508K | Buy |
3,876
+331
| +9% | +$43.4K | 0.41% | 21 |
|
|
2022
Q4 | $499K | Buy |
3,545
+21
| +0.6% | +$2.96K | 0.43% | 20 |
|
|
2022
Q3 | $419K | Buy |
3,524
+1,667
| +90% | +$198K | 0.41% | 19 |
|
|
2022
Q2 | $262K | Sell |
1,857
-27
| -1% | -$3.81K | 0.24% | 24 |
|
|
2022
Q1 | $245K | Buy |
1,884
+23
| +1% | +$2.99K | 0.19% | 23 |
|
|
2021
Q4 | $249K | Buy |
+1,861
| New | +$249K | 0.19% | 22 |
|