Cetera Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $22.8M | Buy |
119,467
+44,894
| +60% | +$8.19M | 0.18% | 113 |
|
|
2023
Q4 | $12.2M | Sell |
74,573
-292
| -0.4% | -$44.1K | 0.17% | 124 |
|
|
2023
Q3 | $10.5M | Sell |
74,865
-7,218
| -9% | -$1.03M | 0.16% | 138 |
|
|
2023
Q2 | $11M | Buy |
82,083
+928
| +1% | +$120K | 0.17% | 133 |
|
|
2023
Q1 | $10.6M | Sell |
81,155
-10,103
| -11% | -$1.35M | 0.18% | 126 |
|
|
2022
Q4 | $12.9M | Buy |
91,258
+3,391
| +4% | +$468K | 0.23% | 97 |
|
|
2022
Q3 | $10.4M | Sell |
87,867
-7,926
| -8% | -$1.04M | 0.28% | 83 |
|
|
2022
Q2 | $13.5M | Buy |
95,793
+1,949
| +2% | +$263K | 0.31% | 71 |
|
|
2022
Q1 | $12.2M | Buy |
93,844
+8,108
| +9% | +$1.06M | 0.24% | 90 |
|
|
2021
Q4 | $11.5M | Buy |
85,736
+19,014
| +28% | +$2.38M | 0.23% | 93 |
|
|
2021
Q3 | $8.86M | Buy |
66,722
+9,625
| +17% | +$1.29M | 0.17% | 122 |
|
|
2021
Q2 | $8M | Buy |
57,097
+22,128
| +63% | +$3.03M | 0.19% | 114 |
|
|
2021
Q1 | $4.46M | Buy |
34,969
+3,231
| +10% | +$387K | 0.12% | 171 |
|
|
2020
Q4 | $3.82M | Sell |
31,738
-2,728
| -8% | -$315K | 0.12% | 168 |
|
|
2020
Q3 | $4.01M | Sell |
34,466
-7,534
| -18% | -$887K | 0.15% | 138 |
|
|
2020
Q2 | $4.85M | Buy |
42,000
+2,759
| +7% | +$320K | 0.21% | 103 |
|
|
2020
Q1 | $4.16M | Buy |
39,241
+5,388
| +16% | +$681K | 0.22% | 103 |
|
|
2019
Q4 | $4.33M | Sell |
33,853
-583
| -2% | -$75.8K | 0.19% | 119 |
|
|
2019
Q3 | $4.79M | Sell |
34,436
-5,470
| -14% | -$738K | 0.21% | 106 |
|
|
2019
Q2 | $5.27M | Buy |
39,906
+1,745
| +5% | +$229K | 0.23% | 100 |
|
|
2019
Q1 | $5.15M | Buy |
38,161
+11,973
| +46% | +$1.53M | 0.26% | 90 |
|
|
2018
Q4 | $2.83M | Sell |
26,188
-9,373
| -26% | -$1.12M | 0.17% | 133 |
|
|
2018
Q3 | $5.15M | Buy |
35,561
+3,161
| +10% | +$442K | 0.25% | 90 |
|
|
2018
Q2 | $4.33M | Buy |
32,400
+2,928
| +10% | +$408K | 0.25% | 98 |
|
|
2018
Q1 | $4.33M | Buy |
29,472
+11,058
| +60% | +$1.67M | 0.26% | 98 |
|
|
2017
Q4 | $2.69M | Buy |
18,414
+854
| +5% | +$124K | 0.16% | 131 |
|
|
2017
Q3 | $2.44M | Sell |
17,560
-507
| -3% | -$70.6K | 0.15% | 150 |
|
|
2017
Q2 | $2.65M | Sell |
18,067
-926
| -5% | -$140K | 0.17% | 138 |
|
|
2017
Q1 | $3.15M | Sell |
18,993
-1,437
| -7% | -$241K | 0.21% | 108 |
|
|
2016
Q4 | $3.24M | Sell |
20,430
-54
| -0.3% | -$8.22K | 0.24% | 97 |
|
|
2016
Q3 | $3.12M | Sell |
20,484
-1,523
| -7% | -$231K | 0.24% | 93 |
|
|
2016
Q2 | $3.2M | Sell |
22,007
-1,141
| -5% | -$163K | 0.25% | 90 |
|
|
2016
Q1 | $3.35M | Sell |
23,148
-599
| -3% | -$76.5K | 0.28% | 83 |
|
|
2015
Q4 | $3.14M | Sell |
23,747
-894
| -4% | -$120K | 0.27% | 92 |
|
|
2015
Q3 | $3.39M | Sell |
24,641
-1,309
| -5% | -$193K | 0.32% | 67 |
|
|
2015
Q2 | $4.01M | Buy |
25,950
+5,841
| +29% | +$939K | 0.34% | 70 |
|
|
2015
Q1 | $3.08M | Buy |
20,109
+266
| +1% | +$40.3K | 0.28% | 87 |
|
|
2014
Q4 | $3.04M | Sell |
19,843
-3,510
| -15% | -$558K | 0.3% | 92 |
|
|
2014
Q3 | $4.23M | Buy |
23,353
+708
| +3% | +$129K | 0.32% | 46 |
|
|
2014
Q2 | $3.91M | Buy |
22,645
+1,189
| +6% | +$214K | 0.44% | 48 |
|
|
2014
Q1 | $3.93M | Sell |
21,456
-1,439
| -6% | -$253K | 0.54% | 35 |
|
|
2013
Q4 | $4.11M | Sell |
22,895
-5,323
| -19% | -$918K | 0.61% | 35 |
|
|
2013
Q3 | $5M | Sell |
28,218
-8,716
| -24% | -$1.58M | 0.89% | 20 |
|
|
2013
Q2 | $6.76M | Buy |
+36,934
| New | +$7.19M | 1.41% | 10 |
|
Other funds holding IBM
Cetera Advisors's IBM Position: Q1 2024 in Review
Cetera Advisors increased its IBM (IBM) stake by 60% in Q1 2024, buying an estimated $8.19M and bringing the position to 119,467 shares worth $22.8M. The position accounts for 0.18% of the portfolio, ranked #113.
Cetera Advisors first reported a position in IBM in Q2 2013 and has held it in 44 quarters since. 2,802 funds tracked by Wall St. Rank hold IBM as of Q1 2024.
- Cetera Advisors held 119,467 shares of IBM worth $22.8M as of Q1 2024.
- Cetera Advisors bought 44,894 IBM shares in Q1 2024, an estimated $8.19M.
- IBM made up 0.18% of Cetera Advisors's portfolio in Q1 2024, its #113 holding.
- Cetera Advisors first reported a position in IBM in Q2 2013 and has held it in 44 quarters since.
- 2,802 funds tracked by Wall St. Rank held IBM as of Q1 2024.
Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.