Bison Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $684K | Sell |
3,109
-2,861
| -48% | -$637K | 0.15% | 117 |
|
|
2024
Q3 | $1.32M | Sell |
5,970
-2,615
| -30% | -$513K | 0.21% | 115 |
|
|
2024
Q2 | $1.64M | Hold |
8,585
| – | – | 0.27% | 89 |
|
|
2024
Q1 | $1.64M | Buy |
8,585
+183
| +2% | +$33.4K | 0.27% | 89 |
|
|
2023
Q4 | $1.37M | Buy |
8,402
+230
| +3% | +$34.8K | 0.24% | 104 |
|
|
2023
Q3 | $1.15M | Sell |
8,172
-444
| -5% | -$63.2K | 0.22% | 111 |
|
|
2023
Q2 | $1.15M | Buy |
8,616
+1,691
| +24% | +$218K | 0.21% | 119 |
|
|
2023
Q1 | $837K | Sell |
6,925
-73
| -1% | -$9.77K | 0.26% | 108 |
|
|
2022
Q4 | $947K | Sell |
6,998
-693
| -9% | -$95.6K | 0.3% | 108 |
|
|
2022
Q3 | $913K | Buy |
7,691
+864
| +13% | +$113K | 0.36% | 85 |
|
|
2022
Q2 | $964K | Buy |
6,827
+2,054
| +43% | +$277K | 0.55% | 53 |
|
|
2022
Q1 | $621K | Buy |
4,773
+212
| +5% | +$27.6K | 0.32% | 82 |
|
|
2021
Q4 | $610K | Sell |
4,561
-70
| -2% | -$8.78K | 0.36% | 67 |
|
|
2021
Q3 | $615K | Buy |
4,631
+321
| +7% | +$42.9K | 0.28% | 82 |
|
|
2021
Q2 | $604K | Sell |
4,310
-230
| -5% | -$31.5K | 0.26% | 91 |
|
|
2021
Q1 | $578K | Sell |
4,540
-190
| -4% | -$22.7K | 0.25% | 98 |
|
|
2020
Q4 | $569K | Buy |
4,730
+218
| +5% | +$25.2K | 0.27% | 89 |
|
|
2020
Q3 | $525K | Sell |
4,512
-378
| -8% | -$44.5K | 0.31% | 84 |
|
|
2020
Q2 | $565K | Buy |
4,890
+150
| +3% | +$17.4K | 0.36% | 74 |
|
|
2020
Q1 | $503K | Sell |
4,740
-19
| -0.4% | -$2.4K | 0.36% | 74 |
|
|
2019
Q4 | $610K | Buy |
4,759
+36
| +0.8% | +$4.68K | 0.29% | 85 |
|
|
2019
Q3 | $657K | Sell |
4,723
-1
| -0% | -$135 | 0.36% | 70 |
|
|
2019
Q2 | $623K | Sell |
4,724
-198
| -4% | -$26K | 0.36% | 72 |
|
|
2019
Q1 | $664K | Buy |
4,922
+75
| +2% | +$9.56K | 0.41% | 64 |
|
|
2018
Q4 | $527K | Buy |
4,847
+476
| +11% | +$57.1K | 0.38% | 76 |
|
|
2018
Q3 | $632K | Buy |
4,371
+592
| +16% | +$82.7K | 0.41% | 65 |
|
|
2018
Q2 | $505K | Buy |
3,779
+429
| +13% | +$59.8K | 0.38% | 75 |
|
|
2018
Q1 | $491K | Sell |
3,350
-1,417
| -30% | -$214K | 0.37% | 74 |
|
|
2017
Q4 | $699K | Buy |
4,767
+852
| +22% | +$124K | 0.51% | 58 |
|
|
2017
Q3 | $543K | Hold |
3,915
| – | – | 0.43% | 67 |
|
|
2017
Q2 | $576K | Buy |
3,915
+30
| +0.8% | +$4.52K | 0.48% | 60 |
|
|
2017
Q1 | $647K | Buy |
3,885
+391
| +11% | +$65.6K | 0.56% | 50 |
|
|
2016
Q4 | $554K | Sell |
3,494
-52
| -1% | -$7.92K | 0.47% | 60 |
|
|
2016
Q3 | $539K | Sell |
3,546
-1,517
| -30% | -$230K | 0.46% | 67 |
|
|
2016
Q2 | $728K | Buy |
5,063
+48
| +1% | +$6.87K | 0.44% | 74 |
|
|
2016
Q1 | $726K | Sell |
5,015
-574
| -10% | -$73.3K | 0.47% | 67 |
|
|
2015
Q4 | $735K | Sell |
5,589
-249
| -4% | -$33.5K | 0.42% | 71 |
|
|
2015
Q3 | $809K | Hold |
5,838
| – | – | 0.53% | 60 |
|
|
2015
Q2 | $908K | Buy |
5,838
+133
| +2% | +$21.4K | 0.53% | 52 |
|
|
2015
Q1 | $875K | Buy |
5,705
+1,603
| +39% | +$243K | 0.53% | 53 |
|
|
2014
Q4 | $629K | Buy |
+4,102
| New | +$653K | 0.48% | 66 |
|
Other funds holding IBM
Bison Wealth's IBM Position: Q4 2024 in Review
Bison Wealth reduced its IBM (IBM) stake by 48% in Q4 2024, selling an estimated $637K and leaving 3,109 shares worth $684K. The position accounts for 0.15% of the portfolio, ranked #117.
Bison Wealth first reported a position in IBM in Q4 2014 and has held it in 41 quarters since. The position peaked at $1.64M in Q2 2024. 3,139 funds tracked by Wall St. Rank hold IBM as of Q4 2024.
- Bison Wealth held 3,109 shares of IBM worth $684K as of Q4 2024.
- Bison Wealth sold 2,861 IBM shares in Q4 2024, an estimated $637K.
- IBM made up 0.15% of Bison Wealth's portfolio in Q4 2024, its #117 holding.
- Bison Wealth first reported a position in IBM in Q4 2014 and has held it in 41 quarters since.
- Bison Wealth's IBM position peaked at $1.64M in Q2 2024.
- 3,139 funds tracked by Wall St. Rank held IBM as of Q4 2024.
Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.