LA
LVW Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Buy |
3,251
+1,072
| +49% | +$316K | 0.1% | 112 |
|
|
2025
Q1 | $542K | Buy |
2,179
+307
| +16% | +$76.3K | 0.06% | 162 |
|
|
2024
Q4 | $412K | Sell |
1,872
-304
| -14% | -$66.8K | 0.05% | 208 |
|
|
2024
Q3 | $481K | Buy |
2,176
+437
| +25% | +$96.6K | 0.06% | 189 |
|
|
2024
Q2 | $301K | Buy |
1,739
+11
| +0.6% | +$1.9K | 0.04% | 231 |
|
|
2024
Q1 | $330K | Buy |
+1,728
| New | +$330K | 0.06% | 214 |
|
|
2016
Q2 | – | Sell |
-1,644
| Closed | -$249K | – | 142 |
|
|
2016
Q1 | $249K | Sell |
1,644
-53
| -3% | -$8.03K | 0.08% | 128 |
|
|
2015
Q4 | $234K | Buy |
1,697
+308
| +22% | +$42.5K | 0.09% | 128 |
|
|
2015
Q3 | $201K | Buy |
+1,389
| New | +$201K | 0.09% | 136 |
|
|
2015
Q2 | – | Sell |
-5,536
| Closed | -$889K | – | 151 |
|
|
2015
Q1 | $889K | Buy |
5,536
+398
| +8% | +$63.9K | 0.42% | 50 |
|
|
2014
Q4 | $824K | Buy |
+5,138
| New | +$824K | 0.45% | 46 |
|