Altavista Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $411K | Buy |
3,073
+68
| +2% | +$8.53K | 0.08% | 139 |
|
|
2021
Q3 | $399K | Hold |
3,005
| – | – | 0.09% | 131 |
|
|
2021
Q2 | $421K | Buy |
3,005
+941
| +46% | +$129K | 0.09% | 130 |
|
|
2021
Q1 | $263K | Hold |
2,064
| – | – | 0.06% | 155 |
|
|
2020
Q4 | $248K | Sell |
2,064
-31
| -1% | -$3.58K | 0.06% | 155 |
|
|
2020
Q3 | $244K | Sell |
2,095
-1,048
| -33% | -$123K | 0.07% | 150 |
|
|
2020
Q2 | $363K | Hold |
3,143
| – | – | 0.11% | 120 |
|
|
2020
Q1 | $333K | Sell |
3,143
-53
| -2% | -$6.7K | 0.11% | 117 |
|
|
2019
Q4 | $409K | Sell |
3,196
-209
| -6% | -$27.2K | 0.12% | 117 |
|
|
2019
Q3 | $473K | Hold |
3,405
| – | – | 0.15% | 103 |
|
|
2019
Q2 | $449K | Buy |
3,405
+523
| +18% | +$68.7K | 0.14% | 103 |
|
|
2019
Q1 | $389K | Hold |
2,882
| – | – | 0.14% | 110 |
|
|
2018
Q4 | $313K | Sell |
2,882
-663
| -19% | -$79.6K | 0.13% | 118 |
|
|
2018
Q3 | $512K | Sell |
3,545
-454
| -11% | -$63.4K | 0.19% | 94 |
|
|
2018
Q2 | $534K | Sell |
3,999
-268
| -6% | -$37.4K | 0.21% | 90 |
|
|
2018
Q1 | $626K | Buy |
4,267
+1,398
| +49% | +$212K | 0.27% | 82 |
|
|
2017
Q4 | $421K | Buy |
2,869
+799
| +39% | +$116K | 0.18% | 100 |
|
|
2017
Q3 | $287K | Sell |
2,070
-224
| -10% | -$31.2K | 0.14% | 111 |
|
|
2017
Q2 | $337K | Buy |
2,294
+16
| +0.7% | +$2.41K | 0.17% | 93 |
|
|
2017
Q1 | $379K | Buy |
2,278
+245
| +12% | +$41.1K | 0.19% | 88 |
|
|
2016
Q4 | $323K | Buy |
2,033
+523
| +35% | +$79.7K | 0.18% | 93 |
|
|
2016
Q3 | $229K | Sell |
1,510
-680
| -31% | -$103K | 0.12% | 121 |
|
|
2016
Q2 | $318K | Buy |
2,190
+25
| +1% | +$3.58K | 0.18% | 99 |
|
|
2016
Q1 | $314K | Sell |
2,165
-398
| -16% | -$50.8K | 0.18% | 101 |
|
|
2015
Q4 | $337K | Buy |
2,563
+24
| +0.9% | +$3.22K | 0.2% | 91 |
|
|
2015
Q3 | $352K | Sell |
2,539
-539
| -18% | -$79.6K | 0.23% | 90 |
|
|
2015
Q2 | $479K | Buy |
3,078
+261
| +9% | +$42K | 0.29% | 79 |
|
|
2015
Q1 | $432K | Sell |
2,817
-418
| -13% | -$63.4K | 0.27% | 81 |
|
|
2014
Q4 | $501K | Sell |
3,235
-742
| -19% | -$118K | 0.31% | 69 |
|
|
2014
Q3 | $722K | Sell |
3,977
-2,430
| -38% | -$443K | 0.47% | 55 |
|
|
2014
Q2 | $1.11M | Sell |
6,407
-26
| -0.4% | -$4.68K | 0.69% | 44 |
|
|
2014
Q1 | $1.18M | Buy |
6,433
+250
| +4% | +$44K | 0.72% | 46 |
|
|
2013
Q4 | $1.11M | Sell |
6,183
-4,571
| -43% | -$788K | 0.68% | 47 |
|
|
2013
Q3 | $1.9M | Sell |
10,754
-261
| -2% | -$47.4K | 1.24% | 32 |
|
|
2013
Q2 | $2.01M | Buy |
+11,015
| New | +$2.15M | 1.35% | 26 |
|
Other funds holding IBM
Altavista Wealth Management's IBM Position: Q4 2021 in Review
Altavista Wealth Management increased its IBM (IBM) stake by 2.3% in Q4 2021, buying an estimated $8.53K and bringing the position to 3,073 shares worth $411K. The position accounts for 0.08% of the portfolio, ranked #139.
Altavista Wealth Management first reported a position in IBM in Q2 2013 and has held it in 35 quarters since. The position peaked at $2.01M in Q2 2013. 2,352 funds tracked by Wall St. Rank hold IBM as of Q4 2021.
- Altavista Wealth Management held 3,073 shares of IBM worth $411K as of Q4 2021.
- Altavista Wealth Management bought 68 IBM shares in Q4 2021, an estimated $8.53K.
- IBM made up 0.08% of Altavista Wealth Management's portfolio in Q4 2021, its #139 holding.
- Altavista Wealth Management first reported a position in IBM in Q2 2013 and has held it in 35 quarters since.
- Altavista Wealth Management's IBM position peaked at $2.01M in Q2 2013.
- 2,352 funds tracked by Wall St. Rank held IBM as of Q4 2021.
Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.