LA
LM Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Sell |
2,469
-4,230
| -63% | -$1.25M | 0.09% | 103 |
|
|
2025
Q1 | $1.67M | Sell |
6,699
-1,659
| -20% | -$413K | 0.3% | 61 |
|
|
2024
Q4 | $1.84M | Buy |
8,358
+5,838
| +232% | +$1.28M | 0.33% | 57 |
|
|
2024
Q3 | $557K | Hold |
2,520
| – | – | 0.11% | 114 |
|
|
2024
Q2 | $436K | Hold |
2,520
| – | – | ﹤0.01% | 140 |
|
|
2024
Q1 | $481K | Sell |
2,520
-200
| -7% | -$38.2K | 0.08% | 140 |
|
|
2023
Q4 | $445K | Buy |
+2,720
| New | +$445K | 0.09% | 125 |
|