Lincoln Capital Corp’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-910
| Closed | -$268K | – | 93 |
|
|
2025
Q2 | $268K | Buy |
910
+85
| +10% | +$21.9K | 0.1% | 75 |
|
|
2025
Q1 | $205K | Buy |
+825
| New | +$202K | 0.09% | 88 |
|
|
2024
Q3 | – | Sell |
-1,210
| Closed | -$209K | – | 87 |
|
|
2024
Q2 | $209K | Buy |
+1,210
| New | +$210K | 0.09% | 76 |
|
|
2024
Q1 | – | Sell |
-1,365
| Closed | -$223K | – | 78 |
|
|
2023
Q4 | $223K | Buy |
+1,365
| New | +$206K | 0.11% | 71 |
|
|
2023
Q3 | – | Sell |
-1,766
| Closed | -$236K | – | 76 |
|
|
2023
Q2 | $236K | Buy |
+1,766
| New | +$228K | 0.12% | 67 |
|
|
2023
Q1 | – | Sell |
-1,516
| Closed | -$214K | – | 74 |
|
|
2022
Q4 | $214K | Sell |
1,516
-1,000
| -40% | -$138K | 0.13% | 61 |
|
|
2022
Q3 | $299K | Buy |
2,516
+1,000
| +66% | +$131K | 0.2% | 48 |
|
|
2022
Q2 | $214K | Buy |
+1,516
| New | +$205K | 0.14% | 58 |
|
|
2022
Q1 | – | Sell |
-1,516
| Closed | -$203K | – | 74 |
|
|
2021
Q4 | $203K | Sell |
1,516
-593
| -28% | -$74.4K | 0.1% | 69 |
|
|
2021
Q3 | $280K | Buy |
2,109
+471
| +29% | +$63K | 0.15% | 50 |
|
|
2021
Q2 | $230K | Sell |
1,638
-288
| -15% | -$39.4K | 0.13% | 49 |
|
|
2021
Q1 | $245K | Sell |
1,926
-52
| -3% | -$6.22K | 0.15% | 50 |
|
|
2020
Q4 | $238K | Sell |
1,978
-10,922
| -85% | -$1.26M | 0.16% | 48 |
|
|
2020
Q3 | $1.5M | Sell |
12,900
-89
| -0.7% | -$10.5K | 1.1% | 26 |
|
|
2020
Q2 | $1.5M | Buy |
12,989
+1,744
| +16% | +$203K | 1.17% | 25 |
|
|
2020
Q1 | $1.19K | Buy |
+11,245
| New | +$1.42M | 0.53% | 26 |
|
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