Curi Wealth Management’s IBM IBM Stock Holding History

Curi 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
2024 Q1	–	Sell	-7,504	Closed	-$1.23M	–	58
2023 Q4	$1.23M	Sell	7,504 -5	-0.1%	-$756	0.17%	60
2023 Q3	$1.05M	Sell	7,509 -4	-0.1%	-$569	0.16%	63
2023 Q2	$1.01M	Buy	7,513 +2	+0%	+$258	0.14%	66
2023 Q1	$985K	Sell	7,511 -812	-10%	-$109K	0.14%	69
2022 Q4	$1.17M	Buy	8,323 +477	+6%	+$65.8K	0.16%	70
2022 Q3	$932K	Buy	7,846 +1,109	+16%	+$146K	0.15%	72
2022 Q2	$951K	Buy	6,737 +66	+1%	+$8.91K	0.18%	51
2022 Q1	$867K	Hold	6,671	–	–	0.15%	53
2021 Q4	$891K	Sell	6,671 -391	-6%	-$49K	0.15%	57
2021 Q3	$937K	Hold	7,062	–	–	0.43%	33
2021 Q2	$989K	Hold	7,062	–	–	0.5%	31
2021 Q1	$899K	Sell	7,062 -757	-10%	-$90.6K	0.57%	29
2020 Q4	$940K	Buy	+7,819	New	+$904K	0.68%	28

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Curi Wealth Management's IBM Position: Q1 2024 in Review

Curi Wealth Management sold out of IBM (IBM) in Q1 2024, closing a stake of 7,504 shares — an estimated $1.23M sold.

Curi Wealth Management first reported a position in IBM in Q4 2020 and held it in 13 quarters. The position peaked at $1.23M in Q4 2023. 2,802 funds tracked by Wall St. Rank hold IBM as of Q1 2024.

Curi Wealth Management reported no remaining IBM position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 7,504 IBM shares in Q1 2024, an estimated $1.23M.
Curi Wealth Management first reported a position in IBM in Q4 2020 and held it in 13 quarters.
Curi Wealth Management's IBM position peaked at $1.23M in Q4 2023.
2,802 funds tracked by Wall St. Rank held IBM as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.