LGWM
Litman Gregory Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Sell |
1,222
-45
| -4% | -$13.3K | 0.03% | 109 |
|
|
2025
Q1 | $315K | Hold |
1,267
| – | – | 0.03% | 112 |
|
|
2024
Q4 | $279K | Sell |
1,267
-530
| -29% | -$117K | 0.02% | 113 |
|
|
2024
Q3 | $397K | Buy |
+1,797
| New | +$397K | 0.03% | 102 |
|
|
2021
Q2 | – | Sell |
-50
| Closed | -$7K | – | 117 |
|
|
2021
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 156 |
|
|
2020
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 159 |
|
|
2020
Q3 | $6K | Hold |
50
| – | – | ﹤0.01% | 169 |
|
|
2020
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 143 |
|
|
2020
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 136 |
|
|
2019
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 159 |
|
|
2019
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 145 |
|
|
2019
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 160 |
|
|
2019
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 112 |
|
|
2018
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 124 |
|
|
2018
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 95 |
|
|
2018
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 81 |
|
|
2018
Q1 | $8K | Sell |
50
-500
| -91% | -$80K | ﹤0.01% | 141 |
|
|
2017
Q4 | $84 | Hold |
550
| – | – | 0.03% | 42 |
|
|
2017
Q3 | $80K | Buy |
+550
| New | +$80K | 0.04% | 43 |
|