Domani Wealth’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $326K | Sell |
2,490
-300
| -11% | -$40.1K | 0.08% | 92 |
|
|
2022
Q4 | $393K | Buy |
2,790
+313
| +13% | +$43.2K | 0.1% | 84 |
|
|
2022
Q3 | $294K | Hold |
2,477
| – | – | 0.09% | 87 |
|
|
2022
Q2 | $350K | Buy |
2,477
+3
| +0.1% | +$405 | 0.1% | 86 |
|
|
2022
Q1 | $322K | Buy |
2,474
+201
| +9% | +$26.2K | 0.07% | 104 |
|
|
2021
Q4 | $304K | Sell |
2,273
-36
| -2% | -$4.51K | 0.06% | 102 |
|
|
2021
Q3 | $307K | Buy |
2,309
+2
| +0.1% | +$267 | 0.06% | 97 |
|
|
2021
Q2 | $323K | Sell |
2,307
-289
| -11% | -$39.5K | 0.07% | 96 |
|
|
2021
Q1 | $331K | Sell |
2,596
-1,139
| -30% | -$136K | 0.06% | 99 |
|
|
2020
Q4 | $450K | Sell |
3,735
-445
| -11% | -$51.4K | 0.09% | 74 |
|
|
2020
Q3 | $486K | Buy |
4,180
+1,132
| +37% | +$133K | 0.11% | 74 |
|
|
2020
Q2 | $352K | Sell |
3,048
-26
| -0.8% | -$3.02K | 0.08% | 88 |
|
|
2020
Q1 | $326K | Buy |
3,074
+1,012
| +49% | +$128K | 0.09% | 87 |
|
|
2019
Q4 | $264K | Buy |
2,062
+105
| +5% | +$13.6K | 0.09% | 97 |
|
|
2019
Q3 | $272K | Hold |
1,957
| – | – | 0.1% | 90 |
|
|
2019
Q2 | $258K | Hold |
1,957
| – | – | 0.1% | 87 |
|
|
2019
Q1 | $264K | Hold |
1,957
| – | – | 0.11% | 90 |
|
|
2018
Q4 | $213K | Hold |
1,957
| – | – | 0.1% | 96 |
|
|
2018
Q3 | $283K | Sell |
1,957
-635
| -24% | -$88.7K | 0.12% | 83 |
|
|
2018
Q2 | $346K | Buy |
2,592
+7
| +0.3% | +$976 | 0.16% | 76 |
|
|
2018
Q1 | $379K | Hold |
2,585
| – | – | 0.16% | 69 |
|
|
2017
Q4 | $379K | Hold |
2,585
| – | – | 0.17% | 70 |
|
|
2017
Q3 | $358K | Hold |
2,585
| – | – | 0.15% | 69 |
|
|
2017
Q2 | $380K | Buy |
2,585
+1
| +0% | +$151 | 0.16% | 65 |
|
|
2017
Q1 | $430K | Sell |
2,584
-100
| -4% | -$16.8K | 0.17% | 64 |
|
|
2016
Q4 | $426K | Buy |
2,684
+15
| +0.6% | +$2.29K | 0.17% | 67 |
|
|
2016
Q3 | $405K | Buy |
2,669
+252
| +10% | +$38.2K | 0.15% | 73 |
|
|
2016
Q2 | $351K | Sell |
2,417
-284
| -11% | -$40.7K | 0.14% | 79 |
|
|
2016
Q1 | $391K | Sell |
2,701
-379
| -12% | -$48.4K | 0.15% | 81 |
|
|
2015
Q4 | $405K | Buy |
3,080
+9
| +0.3% | +$1.21K | 0.16% | 78 |
|
|
2015
Q3 | $426K | Buy |
3,071
+10
| +0.3% | +$1.48K | 0.23% | 62 |
|
|
2015
Q2 | $476K | Buy |
3,061
+2,142
| +233% | +$344K | 0.26% | 53 |
|
|
2015
Q1 | $5.47K | Buy |
+919
| New | +$139K | 0.08% | 64 |
|
Other funds holding IBM
Domani Wealth's IBM Position: Q1 2023 in Review
Domani Wealth reduced its IBM (IBM) stake by 11% in Q1 2023, selling an estimated $40.1K and leaving 2,490 shares worth $326K. The position accounts for 0.08% of the portfolio, ranked #92.
Domani Wealth first reported a position in IBM in Q1 2015 and has held it in 33 quarters since. The position peaked at $486K in Q3 2020. 2,393 funds tracked by Wall St. Rank hold IBM as of Q1 2023.
- Domani Wealth held 2,490 shares of IBM worth $326K as of Q1 2023.
- Domani Wealth sold 300 IBM shares in Q1 2023, an estimated $40.1K.
- IBM made up 0.08% of Domani Wealth's portfolio in Q1 2023, its #92 holding.
- Domani Wealth first reported a position in IBM in Q1 2015 and has held it in 33 quarters since.
- Domani Wealth's IBM position peaked at $486K in Q3 2020.
- 2,393 funds tracked by Wall St. Rank held IBM as of Q1 2023.
Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.