Lloyd Advisory Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-930
| Closed | -$204K | – | 103 |
|
|
2024
Q4 | $204K | Sell |
930
-77
| -8% | -$16.9K | 0.1% | 100 |
|
|
2024
Q3 | $223K | Buy |
+1,007
| New | +$223K | 0.11% | 90 |
|
|
2024
Q2 | – | Sell |
-6,420
| Closed | -$1.23M | – | 138 |
|
|
2024
Q1 | $1.23M | Buy |
6,420
+4,772
| +290% | +$912K | 0.26% | 66 |
|
|
2023
Q4 | $270K | Sell |
1,648
-4,385
| -73% | -$717K | 0.13% | 98 |
|
|
2023
Q3 | $846K | Buy |
+6,033
| New | +$846K | 0.28% | 87 |
|
|
2022
Q2 | – | Sell |
-341
| Closed | -$44K | – | 296 |
|
|
2022
Q1 | $44K | Buy |
341
+37
| +12% | +$4.77K | 0.02% | 243 |
|
|
2021
Q4 | $41K | Sell |
304
-553
| -65% | -$74.6K | 0.02% | 228 |
|
|
2021
Q3 | $114K | Sell |
857
-147
| -15% | -$19.6K | 0.06% | 119 |
|
|
2021
Q2 | $141K | Buy |
1,004
+32
| +3% | +$4.49K | 0.07% | 96 |
|
|
2021
Q1 | $124K | Sell |
972
-33
| -3% | -$4.21K | 0.07% | 91 |
|
|
2020
Q4 | $121K | Sell |
1,005
-70
| -7% | -$8.43K | 0.07% | 72 |
|
|
2020
Q3 | $125K | Sell |
1,075
-35
| -3% | -$4.07K | 0.08% | 70 |
|
|
2020
Q2 | $128K | Buy |
1,110
+956
| +621% | +$110K | 0.08% | 72 |
|
|
2020
Q1 | $16K | Sell |
154
-41
| -21% | -$4.26K | 0.01% | 152 |
|
|
2019
Q4 | $25K | Buy |
+195
| New | +$25K | 0.02% | 177 |
|