MLL
Moody Lynn & Lieberson’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Buy |
14,426
+45
| +0.3% | +$13.3K | 0.25% | 63 |
|
|
2025
Q1 | $3.58M | Buy |
14,381
+233
| +2% | +$57.9K | 0.23% | 62 |
|
|
2024
Q4 | $3.11M | Buy |
14,148
+405
| +3% | +$89K | 0.19% | 69 |
|
|
2024
Q3 | $3.04M | Buy |
13,743
+11,407
| +488% | +$2.52M | 0.19% | 74 |
|
|
2024
Q2 | $404K | Sell |
2,336
-21,521
| -90% | -$3.72M | 0.03% | 182 |
|
|
2024
Q1 | $4.56M | Buy |
23,857
+7,187
| +43% | +$1.37M | 0.31% | 55 |
|
|
2023
Q4 | $2.73M | Buy |
16,670
+14,898
| +841% | +$2.44M | 0.21% | 77 |
|
|
2023
Q3 | $249K | Sell |
1,772
-24
| -1% | -$3.37K | 0.02% | 186 |
|
|
2023
Q2 | $240K | Hold |
1,796
| – | – | 0.02% | 204 |
|
|
2023
Q1 | $235K | Hold |
1,796
| – | – | 0.02% | 204 |
|
|
2022
Q4 | $253K | Hold |
1,796
| – | – | 0.02% | 205 |
|
|
2022
Q3 | $213K | Sell |
1,796
-106
| -6% | -$12.6K | 0.02% | 206 |
|
|
2022
Q2 | $269K | Hold |
1,902
| – | – | 0.02% | 195 |
|
|
2022
Q1 | $247K | Buy |
+1,902
| New | +$247K | 0.02% | 205 |
|
|
2016
Q2 | – | Sell |
-80,175
| Closed | -$12.1M | – | 158 |
|
|
2016
Q1 | $12.1M | Buy |
+80,175
| New | +$12.1M | 1.91% | 12 |
|
|
2014
Q4 | – | Sell |
-1,212
| Closed | -$230K | – | 197 |
|
|
2014
Q3 | $230K | Buy |
1,212
+35
| +3% | +$6.64K | 0.03% | 172 |
|
|
2014
Q2 | $213K | Sell |
1,177
-37
| -3% | -$6.7K | 0.03% | 189 |
|
|
2014
Q1 | $234K | Sell |
1,214
-10
| -0.8% | -$1.93K | 0.03% | 179 |
|
|
2013
Q4 | $230K | Sell |
1,224
-50
| -4% | -$9.4K | 0.03% | 180 |
|
|
2013
Q3 | $236K | Buy |
+1,274
| New | +$236K | 0.04% | 165 |
|