LA
Lifeworks Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.43M | Sell |
31,974
-3,913
| -11% | -$1.15M | 1.41% | 11 |
|
|
2025
Q1 | $8.92M | Buy |
35,887
+2,561
| +8% | +$637K | 1.48% | 13 |
|
|
2024
Q4 | $7.33M | Buy |
33,326
+3,082
| +10% | +$678K | 1.32% | 13 |
|
|
2024
Q3 | $6.69M | Buy |
30,244
+6,513
| +27% | +$1.44M | 1.31% | 14 |
|
|
2024
Q2 | $4.1M | Buy |
23,731
+4,868
| +26% | +$842K | 1.14% | 24 |
|
|
2024
Q1 | $3.6M | Buy |
18,863
+437
| +2% | +$83.4K | 1.01% | 29 |
|
|
2023
Q4 | $3.01M | Buy |
18,426
+704
| +4% | +$115K | 1.04% | 30 |
|
|
2023
Q3 | $2.49M | Buy |
17,722
+495
| +3% | +$69.4K | 0.97% | 32 |
|
|
2023
Q2 | $2.31M | Buy |
17,227
+2,901
| +20% | +$388K | 0.98% | 31 |
|
|
2023
Q1 | $1.88M | Sell |
14,326
-1,354
| -9% | -$178K | 0.89% | 38 |
|
|
2022
Q4 | $2.21M | Buy |
15,680
+188
| +1% | +$26.5K | 1.24% | 26 |
|
|
2022
Q3 | $2.14M | Buy |
15,492
+1,638
| +12% | +$227K | 1.22% | 23 |
|
|
2022
Q2 | $1.96M | Buy |
13,854
+3,615
| +35% | +$510K | 1.24% | 24 |
|
|
2022
Q1 | $1.33M | Buy |
10,239
+5,663
| +124% | +$736K | 0.88% | 34 |
|
|
2021
Q4 | $612K | Buy |
+4,576
| New | +$612K | 0.49% | 61 |
|