LPAM
Lodestar Private Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Buy |
1,974
+2
| +0.1% | +$589 | 0.07% | 131 |
|
|
2025
Q1 | $490K | Sell |
1,972
-181
| -8% | -$45K | 0.06% | 140 |
|
|
2024
Q4 | $473K | Sell |
2,153
-144
| -6% | -$31.7K | 0.06% | 143 |
|
|
2024
Q3 | $508K | Sell |
2,297
-3
| -0.1% | -$663 | 0.06% | 137 |
|
|
2024
Q2 | $398K | Buy |
2,300
+138
| +6% | +$23.9K | 0.05% | 146 |
|
|
2024
Q1 | $413K | Sell |
2,162
-348
| -14% | -$66.5K | 0.06% | 145 |
|
|
2023
Q4 | $410K | Buy |
2,510
+4
| +0.2% | +$654 | 0.06% | 139 |
|
|
2023
Q3 | $352K | Sell |
2,506
-121
| -5% | -$17K | 0.06% | 144 |
|
|
2023
Q2 | $351K | Buy |
2,627
+95
| +4% | +$12.7K | 0.06% | 150 |
|
|
2023
Q1 | $332K | Buy |
2,532
+68
| +3% | +$8.91K | 0.06% | 150 |
|
|
2022
Q4 | $347K | Buy |
+2,464
| New | +$347K | 0.07% | 146 |
|