LAS
LWM Advisory Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Sell |
2,173
-61
| -3% | -$18K | 0.44% | 40 |
|
|
2025
Q1 | $556K | Sell |
2,234
-10
| -0.4% | -$2.49K | 0.39% | 48 |
|
|
2024
Q4 | $493K | Buy |
2,244
+596
| +36% | +$131K | 0.34% | 53 |
|
|
2024
Q3 | $364K | Buy |
1,648
+373
| +29% | +$82.5K | 0.27% | 68 |
|
|
2024
Q2 | $221K | Sell |
1,275
-282
| -18% | -$48.8K | 0.19% | 75 |
|
|
2024
Q1 | $297K | Sell |
1,557
-78
| -5% | -$14.9K | 0.24% | 74 |
|
|
2023
Q4 | $267K | Hold |
1,635
| – | – | 0.24% | 69 |
|
|
2023
Q3 | $230K | Hold |
1,635
| – | – | 0.25% | 67 |
|
|
2023
Q2 | $218K | Sell |
1,635
-156
| -9% | -$20.8K | 0.23% | 71 |
|
|
2023
Q1 | $235K | Buy |
1,791
+113
| +7% | +$14.8K | 0.25% | 71 |
|
|
2022
Q4 | $237K | Sell |
1,678
-772
| -32% | -$109K | 0.26% | 69 |
|
|
2022
Q3 | $297K | Buy |
2,450
+263
| +12% | +$31.9K | 0.34% | 82 |
|
|
2022
Q2 | $308K | Sell |
2,187
-73
| -3% | -$10.3K | 0.37% | 80 |
|
|
2022
Q1 | $294K | Buy |
2,260
+738
| +48% | +$96K | 0.37% | 82 |
|
|
2021
Q4 | $203K | Buy |
+1,522
| New | +$203K | 0.25% | 105 |
|