LA
Lynch & Associates’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Sell |
47,149
-111
| -0.2% | -$32.7K | 2.8% | 7 |
|
|
2025
Q1 | $11.8M | Sell |
47,260
-999
| -2% | -$248K | 2.54% | 10 |
|
|
2024
Q4 | $10.6M | Buy |
48,259
+278
| +0.6% | +$61.1K | 2.3% | 11 |
|
|
2024
Q3 | $10.6M | Sell |
47,981
-879
| -2% | -$194K | 2.24% | 11 |
|
|
2024
Q2 | $8.45M | Buy |
48,860
+2,381
| +5% | +$412K | 1.9% | 13 |
|
|
2024
Q1 | $8.88M | Sell |
46,479
-2,232
| -5% | -$426K | 2.05% | 13 |
|
|
2023
Q4 | $7.97M | Buy |
48,711
+986
| +2% | +$161K | 1.94% | 15 |
|
|
2023
Q3 | $6.7M | Sell |
47,725
-170
| -0.4% | -$23.9K | 1.77% | 18 |
|
|
2023
Q2 | $6.41M | Buy |
47,895
+222
| +0.5% | +$29.7K | 1.64% | 20 |
|
|
2023
Q1 | $6.25M | Sell |
47,673
-557
| -1% | -$73K | 1.64% | 21 |
|
|
2022
Q4 | $6.8M | Buy |
48,230
+1,104
| +2% | +$156K | 1.78% | 20 |
|
|
2022
Q3 | $5.6M | Sell |
47,126
-1,330
| -3% | -$158K | 1.64% | 21 |
|
|
2022
Q2 | $6.84M | Buy |
48,456
+2,794
| +6% | +$394K | 1.86% | 19 |
|
|
2022
Q1 | $5.94M | Buy |
45,662
+274
| +0.6% | +$35.6K | 1.44% | 23 |
|
|
2021
Q4 | $6.07M | Sell |
45,388
-4,335
| -9% | -$579K | 1.43% | 22 |
|
|
2021
Q3 | $6.91M | Sell |
49,723
-777
| -2% | -$108K | 1.79% | 18 |
|
|
2021
Q2 | $7.4M | Buy |
50,500
+2,722
| +6% | +$399K | 1.9% | 17 |
|
|
2021
Q1 | $6.37M | Sell |
47,778
-1,297
| -3% | -$173K | 1.72% | 20 |
|
|
2020
Q4 | $6.18M | Sell |
49,075
-108
| -0.2% | -$13.6K | 1.68% | 18 |
|
|
2020
Q3 | $5.98M | Buy |
49,183
+193
| +0.4% | +$23.5K | 1.79% | 15 |
|
|
2020
Q2 | $5.92M | Buy |
48,990
+1,554
| +3% | +$188K | 1.91% | 15 |
|
|
2020
Q1 | $5.26M | Buy |
47,436
+2,250
| +5% | +$250K | 1.93% | 16 |
|
|
2019
Q4 | $6.06M | Sell |
45,186
-2,035
| -4% | -$273K | 1.74% | 22 |
|
|
2019
Q3 | $6.87M | Buy |
47,221
+1,377
| +3% | +$200K | 2.1% | 14 |
|
|
2019
Q2 | $6.32M | Buy |
45,844
+1,020
| +2% | +$141K | 2.05% | 16 |
|
|
2019
Q1 | $6.33M | Buy |
44,824
+2,492
| +6% | +$352K | 2.1% | 16 |
|
|
2018
Q4 | $4.81M | Buy |
42,332
+887
| +2% | +$101K | 1.8% | 20 |
|
|
2018
Q3 | $6.27M | Sell |
41,445
-297
| -0.7% | -$44.9K | 2.12% | 16 |
|
|
2018
Q2 | $5.83M | Sell |
41,742
-324
| -0.8% | -$45.3K | 2.11% | 16 |
|
|
2018
Q1 | $6.45M | Buy |
42,066
+2,756
| +7% | +$423K | 2.47% | 11 |
|
|
2017
Q4 | $6.03M | Buy |
39,310
+4,300
| +12% | +$660K | 2.26% | 14 |
|
|
2017
Q3 | $5.08M | Sell |
35,010
-1,899
| -5% | -$275K | 2.02% | 15 |
|
|
2017
Q2 | $5.68M | Sell |
36,909
-211
| -0.6% | -$32.5K | 2.24% | 13 |
|
|
2017
Q1 | $6.46M | Buy |
37,120
+922
| +3% | +$161K | 2.64% | 10 |
|
|
2016
Q4 | $6.01M | Buy |
36,198
+2,079
| +6% | +$345K | 2.53% | 10 |
|
|
2016
Q3 | $5.42M | Sell |
34,119
-680
| -2% | -$108K | 2.38% | 11 |
|
|
2016
Q2 | $5.28M | Buy |
34,799
+2,326
| +7% | +$353K | 2.36% | 11 |
|
|
2016
Q1 | $4.92M | Buy |
32,473
+4,846
| +18% | +$734K | 2.34% | 9 |
|
|
2015
Q4 | $3.8M | Sell |
27,627
-1,215
| -4% | -$167K | 1.95% | 14 |
|
|
2015
Q3 | $4.18M | Buy |
28,842
+940
| +3% | +$136K | 2.32% | 11 |
|
|
2015
Q2 | $4.54M | Buy |
27,902
+2,540
| +10% | +$413K | 2.37% | 12 |
|
|
2015
Q1 | $4.07M | Buy |
25,362
+1,200
| +5% | +$193K | 2.14% | 13 |
|
|
2014
Q4 | $3.88M | Sell |
24,162
-1,665
| -6% | -$267K | 2.09% | 13 |
|
|
2014
Q3 | $4.9M | Sell |
25,827
-135
| -0.5% | -$25.6K | 2.75% | 8 |
|
|
2014
Q2 | $4.71M | Sell |
25,962
-425
| -2% | -$77K | 2.69% | 8 |
|
|
2014
Q1 | $5.08M | Sell |
26,387
-175
| -0.7% | -$33.7K | 3% | 6 |
|
|
2013
Q4 | $4.98M | Sell |
26,562
-1,695
| -6% | -$318K | 2.98% | 5 |
|
|
2013
Q3 | $5.23M | Sell |
28,257
-210
| -0.7% | -$38.9K | 3.49% | 5 |
|
|
2013
Q2 | $5.44M | Buy |
+28,467
| New | +$5.44M | 3.76% | 4 |
|