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All Season Financial Advisors’s IBM IBM Stock Holding History

All Season Financial Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,632
Closed -$229K – 106
2023
Q3 		$229K Buy
1,632
+2
+0.1% +$285 0.23% 83
2023
Q2 		$218K Buy
1,630
+25
+2% +$3.23K 0.2% 93
2023
Q1 		$210K Sell
1,605
-11
-0.7% -$1.47K 0.19% 103
2022
Q4 		$228K Sell
1,616
-72
-4% -$9.93K 0.2% 109
2022
Q3 		$201K Sell
1,688
-2,760
-62% -$362K 0.22% 96
2022
Q2 		$628K Buy
4,448
+2,827
+174% +$382K 0.54% 43
2022
Q1 		$211K Sell
1,621
-1,185
-42% -$155K 0.15% 133
2021
Q4 		$375K Sell
2,806
-97
-3% -$12.2K 0.26% 92
2021
Q3 		$386K Sell
2,903
-4,691
-62% -$627K 0.31% 76
2021
Q2 		$1.06M Buy
+7,594
New +$1.04M 0.76% 30

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

All Season Financial Advisors's IBM Position: Q4 2023 in Review

All Season Financial Advisors sold out of IBM (IBM) in Q4 2023, closing a stake of 1,632 shares — an estimated $229K sold.

All Season Financial Advisors first reported a position in IBM in Q2 2021 and held it in 10 quarters. The position peaked at $1.06M in Q2 2021. 2,678 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

  • All Season Financial Advisors reported no remaining IBM position as of Q4 2023 after selling out during the quarter.
  • All Season Financial Advisors sold 1,632 IBM shares in Q4 2023, an estimated $229K.
  • All Season Financial Advisors first reported a position in IBM in Q2 2021 and held it in 10 quarters.
  • All Season Financial Advisors's IBM position peaked at $1.06M in Q2 2021.
  • 2,678 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on All Season Financial Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.