LAM
Lountzis Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Hold |
1,500
| – | – | 0.16% | 40 |
|
|
2025
Q1 | $354K | Hold |
1,500
| – | – | 0.13% | 42 |
|
|
2024
Q4 | $330K | Hold |
1,500
| – | – | 0.14% | 41 |
|
|
2024
Q3 | $332K | Hold |
1,500
| – | – | 0.14% | 43 |
|
|
2024
Q2 | $259K | Hold |
1,500
| – | – | 0.12% | 42 |
|
|
2024
Q1 | $286K | Hold |
1,500
| – | – | 0.14% | 41 |
|
|
2023
Q4 | $245K | Hold |
1,500
| – | – | 0.13% | 42 |
|
|
2023
Q3 | $210K | Hold |
1,500
| – | – | 0.12% | 44 |
|
|
2023
Q2 | $215K | Buy |
+1,500
| New | +$215K | 0.12% | 44 |
|
|
2023
Q1 | – | Sell |
-1,500
| Closed | -$204K | – | 49 |
|
|
2022
Q4 | $204K | Buy |
+1,500
| New | +$204K | 0.12% | 30 |
|
|
2022
Q3 | – | Sell |
-1,500
| Closed | -$211K | – | 32 |
|
|
2022
Q2 | $211K | Buy |
+1,500
| New | +$211K | 0.14% | 31 |
|
|
2022
Q1 | – | Sell |
-1,500
| Closed | -$200K | – | 33 |
|
|
2021
Q4 | $200K | Hold |
1,500
| – | – | 0.11% | 32 |
|
|
2021
Q3 | $208K | Hold |
1,500
| – | – | 0.13% | 30 |
|
|
2021
Q2 | $219K | Hold |
1,500
| – | – | 0.13% | 30 |
|
|
2021
Q1 | $200K | Hold |
1,500
| – | – | 0.13% | 32 |
|
|
2020
Q4 | $189K | Hold |
1,500
| – | – | 0.14% | 33 |
|
|
2020
Q3 | $183K | Hold |
1,500
| – | – | 0.16% | 30 |
|
|
2020
Q2 | $181K | Buy |
+1,500
| New | +$181K | 0.17% | 28 |
|