LC
Lincoln Capital’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Sell |
1,187
-125
| -10% | -$36.9K | 0.07% | 102 |
|
|
2025
Q1 | $316K | Hold |
1,312
| – | – | 0.07% | 98 |
|
|
2024
Q4 | $288K | Hold |
1,312
| – | – | 0.06% | 98 |
|
|
2024
Q3 | $290K | Sell |
1,312
-10
| -0.8% | -$2.21K | 0.06% | 96 |
|
|
2024
Q2 | $229K | Buy |
1,322
+10
| +0.8% | +$1.73K | 0.05% | 103 |
|
|
2024
Q1 | $251K | Hold |
1,312
| – | – | 0.06% | 103 |
|
|
2023
Q4 | $215K | Buy |
+1,312
| New | +$215K | 0.05% | 104 |
|
|
2023
Q1 | – | Sell |
-1,650
| Closed | -$233K | – | 106 |
|
|
2022
Q4 | $233K | Buy |
+1,650
| New | +$233K | 0.07% | 95 |
|
|
2018
Q4 | – | Sell |
-1,802
| Closed | -$272K | – | 70 |
|
|
2018
Q3 | $272K | Sell |
1,802
-25
| -1% | -$3.77K | 0.13% | 62 |
|
|
2018
Q2 | $264K | Hold |
1,827
| – | – | 0.14% | 62 |
|
|
2018
Q1 | $280K | Buy |
1,827
+90
| +5% | +$13.8K | 0.15% | 61 |
|
|
2017
Q4 | $266K | Buy |
1,737
+52
| +3% | +$7.96K | 0.15% | 61 |
|
|
2017
Q3 | $244K | Hold |
1,685
| – | – | 0.15% | 58 |
|
|
2017
Q2 | $259K | Buy |
+1,685
| New | +$259K | 0.16% | 57 |
|
|
2017
Q1 | – | Sell |
-1,256
| Closed | -$208K | – | 69 |
|
|
2016
Q4 | $208K | Buy |
+1,256
| New | +$208K | 0.15% | 64 |
|
|
2015
Q2 | – | Sell |
-1,250
| Closed | -$201K | – | 58 |
|
|
2015
Q1 | $201K | Hold |
1,250
| – | – | 0.17% | 56 |
|
|
2014
Q4 | $201K | Buy |
+1,250
| New | +$201K | 0.17% | 54 |
|