Lifestyle Asset Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $632K | Buy |
2,144
+36
| +2% | +$10.6K | 0.3% | 67 |
|
|
2025
Q1 | $524K | Buy |
2,108
+10
| +0.5% | +$2.49K | 0.29% | 56 |
|
|
2024
Q4 | $461K | Sell |
2,098
-108
| -5% | -$23.7K | 0.25% | 57 |
|
|
2024
Q3 | $488K | Buy |
2,206
+170
| +8% | +$37.6K | 0.27% | 58 |
|
|
2024
Q2 | $352K | Sell |
2,036
-107
| -5% | -$18.5K | 0.2% | 60 |
|
|
2024
Q1 | $409K | Buy |
+2,143
| New | +$409K | 0.24% | 55 |
|