LIA
LS Investment Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Hold |
4,010
| – | – | 0.17% | 76 |
|
|
2025
Q1 | $997K | Sell |
4,010
-1,485
| -27% | -$369K | 0.15% | 80 |
|
|
2024
Q4 | $1.21M | Sell |
5,495
-145
| -3% | -$31.9K | 0.18% | 73 |
|
|
2024
Q3 | $1.25M | Sell |
5,640
-345
| -6% | -$76.3K | 0.18% | 72 |
|
|
2024
Q2 | $1.04M | Sell |
5,985
-730
| -11% | -$126K | 0.16% | 82 |
|
|
2024
Q1 | $1.28M | Sell |
6,715
-100
| -1% | -$19.1K | 0.2% | 72 |
|
|
2023
Q4 | $1.11M | Buy |
6,815
+2,240
| +49% | +$366K | 0.19% | 73 |
|
|
2023
Q3 | $642K | Sell |
4,575
-8
| -0.2% | -$1.12K | 0.12% | 85 |
|
|
2023
Q2 | $613K | Hold |
4,583
| – | – | 0.11% | 88 |
|
|
2023
Q1 | $601K | Sell |
4,583
-500
| -10% | -$65.5K | 0.11% | 86 |
|
|
2022
Q4 | $716K | Buy |
5,083
+500
| +11% | +$70.4K | 0.14% | 77 |
|
|
2022
Q3 | $545K | Sell |
4,583
-850
| -16% | -$101K | 0.11% | 81 |
|
|
2022
Q2 | $766K | Buy |
5,433
+500
| +10% | +$70.5K | 0.14% | 74 |
|
|
2022
Q1 | $641K | Buy |
4,933
+825
| +20% | +$107K | 0.1% | 84 |
|
|
2021
Q4 | $549K | Sell |
4,108
-595
| -13% | -$79.5K | 0.08% | 95 |
|
|
2021
Q3 | $653K | Buy |
4,703
+242
| +5% | +$33.6K | 0.08% | 95 |
|
|
2021
Q2 | $654K | Sell |
4,461
-55,923
| -93% | -$8.2M | 0.08% | 97 |
|
|
2021
Q1 | $8.05M | Buy |
60,384
+30,697
| +103% | +$4.09M | 0.45% | 55 |
|
|
2020
Q4 | $3.74M | Sell |
29,687
-1,537
| -5% | -$193K | 0.2% | 123 |
|
|
2020
Q3 | $3.8M | Sell |
31,224
-5,209
| -14% | -$634K | 0.22% | 115 |
|
|
2020
Q2 | $4.4M | Buy |
36,433
+16,014
| +78% | +$1.93M | 0.27% | 92 |
|
|
2020
Q1 | $2.27M | Sell |
20,419
-9,722
| -32% | -$1.08M | 0.16% | 135 |
|
|
2019
Q4 | $4.04M | Sell |
30,141
-3,203
| -10% | -$429K | 0.22% | 106 |
|
|
2019
Q3 | $4.85M | Buy |
33,344
+395
| +1% | +$57.4K | 0.28% | 87 |
|
|
2019
Q2 | $4.54M | Buy |
32,949
+127
| +0.4% | +$17.5K | 0.27% | 87 |
|
|
2019
Q1 | $4.63M | Sell |
32,822
-921
| -3% | -$130K | 0.29% | 83 |
|
|
2018
Q4 | $3.84M | Buy |
33,743
+2,686
| +9% | +$305K | 0.27% | 87 |
|
|
2018
Q3 | $4.7M | Buy |
31,057
+463
| +2% | +$70K | 0.27% | 79 |
|
|
2018
Q2 | $4.27M | Sell |
30,594
-442
| -1% | -$61.7K | 0.26% | 81 |
|
|
2018
Q1 | $4.76M | Sell |
31,036
-829
| -3% | -$127K | 0.28% | 75 |
|
|
2017
Q4 | $4.89M | Sell |
31,865
-6,896
| -18% | -$1.06M | 0.28% | 75 |
|
|
2017
Q3 | $5.62M | Buy |
38,761
+507
| +1% | +$73.6K | 0.33% | 62 |
|
|
2017
Q2 | $5.89M | Buy |
38,254
+8,007
| +26% | +$1.23M | 0.36% | 57 |
|
|
2017
Q1 | $5.27M | Buy |
30,247
+1,137
| +4% | +$198K | 0.34% | 62 |
|
|
2016
Q4 | $4.83M | Buy |
29,110
+838
| +3% | +$139K | 0.34% | 57 |
|
|
2016
Q3 | $4.49M | Sell |
28,272
-1,825
| -6% | -$290K | 0.33% | 61 |
|
|
2016
Q2 | $4.57M | Buy |
30,097
+725
| +2% | +$110K | 0.32% | 72 |
|
|
2016
Q1 | $4.45M | Buy |
29,372
+625
| +2% | +$94.6K | 0.33% | 65 |
|
|
2015
Q4 | $3.96M | Sell |
28,747
-3,146
| -10% | -$433K | 0.31% | 66 |
|
|
2015
Q3 | $4.62M | Buy |
31,893
+1,936
| +6% | +$281K | 0.37% | 57 |
|
|
2015
Q2 | $4.87M | Buy |
29,957
+1,896
| +7% | +$308K | 0.36% | 58 |
|
|
2015
Q1 | $4.5M | Buy |
28,061
+6,906
| +33% | +$1.11M | 0.34% | 65 |
|
|
2014
Q4 | $3.39M | Buy |
21,155
+951
| +5% | +$153K | 0.27% | 75 |
|
|
2014
Q3 | $3.84M | Sell |
20,204
-67
| -0.3% | -$12.7K | 0.33% | 66 |
|
|
2014
Q2 | $3.68M | Sell |
20,271
-487
| -2% | -$88.3K | 0.31% | 68 |
|
|
2014
Q1 | $4M | Buy |
20,758
+7,311
| +54% | +$1.41M | 0.33% | 66 |
|
|
2013
Q4 | $2.52M | Buy |
13,447
+4,734
| +54% | +$888K | 0.23% | 91 |
|
|
2013
Q3 | $1.61M | Buy |
8,713
+685
| +9% | +$127K | 0.19% | 106 |
|
|
2013
Q2 | $1.53M | Buy |
+8,028
| New | +$1.53M | 0.2% | 108 |
|