Lion Street Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
6,510
-75
| -1% | -$22.1K | 0.58% | 33 |
|
|
2025
Q1 | $1.64M | Sell |
6,585
-39
| -0.6% | -$9.7K | 0.52% | 35 |
|
|
2024
Q4 | $1.46M | Buy |
6,624
+900
| +16% | +$198K | 0.46% | 41 |
|
|
2024
Q3 | $1.27M | Sell |
5,724
-759
| -12% | -$168K | 0.44% | 44 |
|
|
2024
Q2 | $1.12M | Sell |
6,483
-3
| -0% | -$519 | 0.42% | 47 |
|
|
2024
Q1 | $1.06M | Hold |
6,486
| – | – | 0.43% | 43 |
|
|
2023
Q4 | $1.06M | Sell |
6,486
-5,170
| -44% | -$846K | 0.43% | 43 |
|
|
2023
Q3 | $1.64M | Buy |
11,656
+2,767
| +31% | +$388K | 0.53% | 28 |
|
|
2023
Q2 | $1.11M | Sell |
8,889
-1,915
| -18% | -$240K | 0.37% | 49 |
|
|
2023
Q1 | $1.42M | Buy |
10,804
+4,003
| +59% | +$525K | 0.44% | 34 |
|
|
2022
Q4 | $851K | Sell |
6,801
-1,674
| -20% | -$209K | 0.45% | 33 |
|
|
2022
Q3 | $1.01M | Buy |
8,475
+1,674
| +25% | +$200K | 0.5% | 18 |
|
|
2022
Q2 | $857K | Buy |
6,801
+94
| +1% | +$11.8K | 0.45% | 32 |
|
|
2022
Q1 | $873K | Sell |
6,707
-58
| -0.9% | -$7.55K | 0.45% | 26 |
|
|
2021
Q4 | $900K | Sell |
6,765
-742
| -10% | -$98.7K | 0.44% | 28 |
|
|
2021
Q3 | $998K | Buy |
+7,507
| New | +$998K | 0.54% | 18 |
|
|
2020
Q2 | – | Sell |
-117
| Closed | -$12K | – | 200 |
|
|
2020
Q1 | $12K | Buy |
+117
| New | +$12K | 0.07% | 140 |
|