LRI Investments’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
4,232
-233
| -5% | -$68.7K | 0.11% | 90 |
|
|
2025
Q1 | $1.11M | Sell |
4,465
-158
| -3% | -$39.3K | 0.11% | 94 |
|
|
2024
Q4 | $1.02M | Buy |
4,623
+207
| +5% | +$45.5K | 0.1% | 80 |
|
|
2024
Q3 | $923K | Buy |
4,416
+310
| +8% | +$64.8K | 0.09% | 91 |
|
|
2024
Q2 | $710K | Buy |
4,106
+115
| +3% | +$19.9K | 0.08% | 87 |
|
|
2024
Q1 | $762K | Buy |
+3,991
| New | +$762K | 0.19% | 56 |
|