LW
Linscomb Wealth’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
7,353
-568
| -7% | -$167K | 0.1% | 144 |
|
|
2025
Q1 | $1.97M | Sell |
7,921
-1,297
| -14% | -$323K | 0.1% | 142 |
|
|
2024
Q4 | $2.03M | Sell |
9,218
-2,088
| -18% | -$459K | 0.1% | 142 |
|
|
2024
Q3 | $2.5M | Sell |
11,306
-8,290
| -42% | -$1.83M | 0.12% | 127 |
|
|
2024
Q2 | $3.39M | Sell |
19,596
-27,698
| -59% | -$4.79M | 0.18% | 108 |
|
|
2024
Q1 | $9.03M | Sell |
47,294
-844
| -2% | -$161K | 0.46% | 49 |
|
|
2023
Q4 | $7.87M | Sell |
48,138
-1,268
| -3% | -$207K | 0.43% | 54 |
|
|
2023
Q3 | $6.93M | Sell |
49,406
-3,134
| -6% | -$440K | 0.41% | 62 |
|
|
2023
Q2 | $7.03M | Sell |
52,540
-2,470
| -4% | -$331K | 0.38% | 65 |
|
|
2023
Q1 | $7.21M | Sell |
55,010
-553
| -1% | -$72.5K | 0.38% | 67 |
|
|
2022
Q4 | $7.83M | Buy |
55,563
+203
| +0.4% | +$28.6K | 0.4% | 60 |
|
|
2022
Q3 | $6.58M | Buy |
55,360
+1,755
| +3% | +$209K | 0.4% | 64 |
|
|
2022
Q2 | $7.57M | Buy |
53,605
+2,089
| +4% | +$295K | 0.43% | 64 |
|
|
2022
Q1 | $6.7M | Buy |
51,516
+1,629
| +3% | +$212K | 0.32% | 75 |
|
|
2021
Q4 | $6.67M | Buy |
49,887
+618
| +1% | +$82.6K | 0.32% | 75 |
|
|
2021
Q3 | $6.85M | Buy |
49,269
+1,594
| +3% | +$221K | 0.35% | 76 |
|
|
2021
Q2 | $6.99M | Buy |
47,675
+3,215
| +7% | +$471K | 0.36% | 74 |
|
|
2021
Q1 | $5.93M | Buy |
44,460
+2,511
| +6% | +$335K | 0.32% | 76 |
|
|
2020
Q4 | $5.28M | Buy |
41,949
+2,559
| +6% | +$322K | 0.32% | 77 |
|
|
2020
Q3 | $4.79M | Buy |
39,390
+1,368
| +4% | +$166K | 0.33% | 74 |
|
|
2020
Q2 | $4.59M | Buy |
38,022
+7,568
| +25% | +$914K | 0.34% | 73 |
|
|
2020
Q1 | $3.38M | Buy |
30,454
+3,565
| +13% | +$395K | 0.3% | 69 |
|
|
2019
Q4 | $3.6M | Buy |
26,889
+611
| +2% | +$81.9K | 0.24% | 81 |
|
|
2019
Q3 | $3.82M | Buy |
26,278
+1,018
| +4% | +$148K | 0.31% | 69 |
|
|
2019
Q2 | $3.48M | Buy |
25,260
+335
| +1% | +$46.2K | 0.29% | 66 |
|
|
2019
Q1 | $3.52M | Buy |
24,925
+3,820
| +18% | +$539K | 0.3% | 64 |
|
|
2018
Q4 | $2.4M | Sell |
21,105
-5,310
| -20% | -$604K | 0.23% | 75 |
|
|
2018
Q3 | $3.99M | Buy |
26,415
+437
| +2% | +$66.1K | 0.33% | 56 |
|
|
2018
Q2 | $3.63M | Buy |
25,978
+766
| +3% | +$107K | 0.31% | 57 |
|
|
2018
Q1 | $3.87M | Buy |
25,212
+21,958
| +675% | +$3.37M | 0.33% | 50 |
|
|
2017
Q4 | $499K | Sell |
3,254
-215
| -6% | -$33K | 0.04% | 174 |
|
|
2017
Q3 | $503K | Sell |
3,469
-289
| -8% | -$41.9K | 0.04% | 170 |
|
|
2017
Q2 | $578K | Sell |
3,758
-1,098
| -23% | -$169K | 0.05% | 153 |
|
|
2017
Q1 | $846K | Buy |
4,856
+540
| +13% | +$94.1K | 0.08% | 119 |
|
|
2016
Q4 | $716K | Buy |
4,316
+245
| +6% | +$40.6K | 0.07% | 132 |
|
|
2016
Q3 | $647K | Buy |
4,071
+478
| +13% | +$76K | 0.06% | 140 |
|
|
2016
Q2 | $545K | Buy |
3,593
+276
| +8% | +$41.9K | 0.05% | 153 |
|
|
2016
Q1 | $502K | Sell |
3,317
-200
| -6% | -$30.3K | 0.05% | 156 |
|
|
2015
Q4 | $484K | Buy |
3,517
+265
| +8% | +$36.5K | 0.05% | 160 |
|
|
2015
Q3 | $471K | Sell |
3,252
-83
| -2% | -$12K | 0.06% | 163 |
|
|
2015
Q2 | $542K | Hold |
3,335
| – | – | 0.06% | 162 |
|
|
2015
Q1 | $535K | Sell |
3,335
-307
| -8% | -$49.2K | 0.06% | 165 |
|
|
2014
Q4 | $584K | Sell |
3,642
-662
| -15% | -$106K | 0.06% | 150 |
|
|
2014
Q3 | $817K | Buy |
4,304
+2
| +0% | +$380 | 0.09% | 124 |
|
|
2014
Q2 | $780K | Sell |
4,302
-115
| -3% | -$20.9K | 0.08% | 128 |
|
|
2014
Q1 | $850K | Sell |
4,417
-233
| -5% | -$44.8K | 0.09% | 121 |
|
|
2013
Q4 | $872K | Sell |
4,650
-575
| -11% | -$108K | 0.11% | 112 |
|
|
2013
Q3 | $968K | Buy |
5,225
+203
| +4% | +$37.6K | 0.13% | 91 |
|
|
2013
Q2 | $960K | Buy |
+5,022
| New | +$960K | 0.13% | 87 |
|