ACG Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $413K | Buy |
3,477
+106
| +3% | +$13.9K | 0.09% | 173 |
|
|
2022
Q2 | $476K | Sell |
3,371
-237
| -7% | -$32K | 0.1% | 169 |
|
|
2022
Q1 | $469K | Sell |
3,608
-1,573
| -30% | -$205K | 0.09% | 183 |
|
|
2021
Q4 | $693K | Buy |
5,181
+867
| +20% | +$109K | 0.1% | 188 |
|
|
2021
Q3 | $573K | Buy |
4,314
+382
| +10% | +$51.1K | 0.08% | 182 |
|
|
2021
Q2 | $551K | Sell |
3,932
-272
| -6% | -$37.2K | 0.07% | 191 |
|
|
2021
Q1 | $536K | Buy |
4,204
+287
| +7% | +$34.3K | 0.07% | 187 |
|
|
2020
Q4 | $471K | Buy |
3,917
+380
| +11% | +$43.9K | 0.07% | 191 |
|
|
2020
Q3 | $411K | Buy |
3,537
+252
| +8% | +$29.7K | 0.06% | 191 |
|
|
2020
Q2 | $379K | Sell |
3,285
-204
| -6% | -$23.7K | 0.06% | 191 |
|
|
2020
Q1 | $370K | Sell |
3,489
-6
| -0.2% | -$759 | 0.07% | 211 |
|
|
2019
Q4 | $448K | Sell |
3,495
-165
| -5% | -$21.4K | 0.07% | 219 |
|
|
2019
Q3 | $509K | Buy |
3,660
+132
| +4% | +$17.8K | 0.08% | 210 |
|
|
2019
Q2 | $465K | Buy |
3,528
+67
| +2% | +$8.8K | 0.06% | 226 |
|
|
2019
Q1 | $467K | Buy |
3,461
+301
| +10% | +$38.4K | 0.06% | 216 |
|
|
2018
Q4 | $343K | Buy |
3,160
+563
| +22% | +$67.6K | 0.05% | 227 |
|
|
2018
Q3 | $376K | Sell |
2,597
-37
| -1% | -$5.17K | 0.05% | 223 |
|
|
2018
Q2 | $352K | Sell |
2,634
-145
| -5% | -$20.2K | 0.05% | 212 |
|
|
2018
Q1 | $408K | Sell |
2,779
-487
| -15% | -$73.7K | 0.06% | 203 |
|
|
2017
Q4 | $479K | Sell |
3,266
-67
| -2% | -$9.74K | 0.07% | 205 |
|
|
2017
Q3 | $462K | Sell |
3,333
-1,086
| -25% | -$151K | 0.08% | 171 |
|
|
2017
Q2 | $650K | Sell |
4,419
-622
| -12% | -$93.8K | 0.11% | 160 |
|
|
2017
Q1 | $839K | Buy |
5,041
+1,519
| +43% | +$255K | 0.15% | 130 |
|
|
2016
Q4 | $559K | Buy |
3,522
+105
| +3% | +$16K | 0.12% | 143 |
|
|
2016
Q3 | $519K | Sell |
3,417
-419
| -11% | -$63.6K | 0.11% | 148 |
|
|
2016
Q2 | $557K | Buy |
3,836
+306
| +9% | +$43.8K | 0.12% | 134 |
|
|
2016
Q1 | $511K | Buy |
3,530
+509
| +17% | +$65K | 0.12% | 135 |
|
|
2015
Q4 | $397K | Sell |
3,021
-199
| -6% | -$26.7K | 0.09% | 151 |
|
|
2015
Q3 | $446K | Sell |
3,220
-555
| -15% | -$82K | 0.12% | 127 |
|
|
2015
Q2 | $587K | Sell |
3,775
-195
| -5% | -$31.3K | 0.15% | 112 |
|
|
2015
Q1 | $609K | Buy |
3,970
+238
| +6% | +$36.1K | 0.16% | 109 |
|
|
2014
Q4 | $572K | Buy |
3,732
+1,199
| +47% | +$191K | 0.15% | 117 |
|
|
2014
Q3 | $460K | Sell |
2,533
-626
| -20% | -$114K | 0.13% | 127 |
|
|
2014
Q2 | $547K | Sell |
3,159
-562
| -15% | -$101K | 0.1% | 125 |
|
|
2014
Q1 | $685K | Sell |
3,721
-13,803
| -79% | -$2.43M | 0.2% | 101 |
|
|
2013
Q4 | $3.14M | Buy |
17,524
+3,595
| +26% | +$620K | 0.8% | 37 |
|
|
2013
Q3 | $2.47M | Sell |
13,929
-1,786
| -11% | -$325K | 1.02% | 29 |
|
|
2013
Q2 | $2.87M | Buy |
+15,715
| New | +$3.06M | 1.12% | 17 |
|
Other funds holding IBM
ACG Wealth's IBM Position: Q3 2022 in Review
ACG Wealth increased its IBM (IBM) stake by 3.1% in Q3 2022, buying an estimated $13.9K and bringing the position to 3,477 shares worth $413K. The position accounts for 0.09% of the portfolio, ranked #173.
ACG Wealth first reported a position in IBM in Q2 2013 and has held it in 38 quarters since. The position peaked at $3.14M in Q4 2013. 2,286 funds tracked by Wall St. Rank hold IBM as of Q3 2022.
- ACG Wealth held 3,477 shares of IBM worth $413K as of Q3 2022.
- ACG Wealth bought 106 IBM shares in Q3 2022, an estimated $13.9K.
- IBM made up 0.09% of ACG Wealth's portfolio in Q3 2022, its #173 holding.
- ACG Wealth first reported a position in IBM in Q2 2013 and has held it in 38 quarters since.
- ACG Wealth's IBM position peaked at $3.14M in Q4 2013.
- 2,286 funds tracked by Wall St. Rank held IBM as of Q3 2022.
Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.