Ameliora Wealth Management’s IBM IBM Stock Holding History

Ameliora Wealth Management’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 Q2	–	Sell	-1,884	Closed	-$247K	–	209
2023 Q1	$247K	Sell	1,884 -11,361	-86%	-$1.52M	0.14%	83
2022 Q4	$1.87M	Sell	13,245 -3,328	-20%	-$459K	1%	33
2022 Q3	$1.95M	Buy	16,573 +6,128	+59%	+$804K	1.06%	29
2022 Q2	$1.47M	Sell	10,445 -21	-0.2%	-$2.83K	1.75%	14
2022 Q1	$1.25M	Buy	10,466 +4,495	+75%	+$586K	0.82%	18
2021 Q4	$727K	Buy	+5,971	New	+$749K	0.67%	21

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ameliora Wealth Management's IBM Position: Q2 2023 in Review

Ameliora Wealth Management sold out of IBM (IBM) in Q2 2023, closing a stake of 1,884 shares — an estimated $247K sold.

Ameliora Wealth Management first reported a position in IBM in Q4 2021 and held it in 6 quarters. The position peaked at $1.95M in Q3 2022. 2,422 funds tracked by Wall St. Rank hold IBM as of Q2 2023.

Ameliora Wealth Management reported no remaining IBM position as of Q2 2023 after selling out during the quarter.
Ameliora Wealth Management sold 1,884 IBM shares in Q2 2023, an estimated $247K.
Ameliora Wealth Management first reported a position in IBM in Q4 2021 and held it in 6 quarters.
Ameliora Wealth Management's IBM position peaked at $1.95M in Q3 2022.
2,422 funds tracked by Wall St. Rank held IBM as of Q2 2023.

Based on Ameliora Wealth Management's 13F filing for Q2 2023, filed 10 Jul 2023.