DSC 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
Q3 | $239K | Sell |
1,081
-78
| -7% | -$15.3K | 2.18% | 17 |
|
|
2024
Q2 | $200K | Sell |
1,159
-92
| -7% | -$16K | 0.67% | 23 |
|
|
2024
Q1 | $239K | Buy |
+1,251
| New | +$228K | 0.38% | 27 |
|
|
2022
Q4 | – | Sell |
-4,161
| Closed | -$494K | – | 49 |
|
|
2022
Q3 | $494K | Buy |
4,161
+1,404
| +51% | +$184K | 0.51% | 35 |
|
|
2022
Q2 | $389K | Sell |
2,757
-478
| -15% | -$64.5K | 0.39% | 50 |
|
|
2022
Q1 | $421K | Buy |
3,235
+253
| +8% | +$33K | 0.15% | 63 |
|
|
2021
Q4 | $399K | Sell |
2,982
-344
| -10% | -$43.1K | 0.31% | 40 |
|
|
2021
Q3 | $442K | Buy |
3,326
+373
| +13% | +$49.9K | 0.45% | 36 |
|
|
2021
Q2 | $414K | Sell |
2,953
-1,762
| -37% | -$241K | 0.3% | 40 |
|
|
2021
Q1 | $601K | Buy |
4,715
+359
| +8% | +$43K | 0.37% | 34 |
|
|
2020
Q4 | $524K | Sell |
4,356
-1,111
| -20% | -$128K | 0.43% | 30 |
|
|
2020
Q3 | $636K | Buy |
5,467
+1,421
| +35% | +$167K | 0.43% | 25 |
|
|
2020
Q2 | $467K | Buy |
4,046
+502
| +14% | +$58.3K | 0.51% | 26 |
|
|
2020
Q1 | $376K | Sell |
3,544
-6,557
| -65% | -$829K | 0.37% | 25 |
|
|
2019
Q4 | $1.29M | Buy |
10,101
+1,723
| +21% | +$224K | 0.62% | 28 |
|
|
2019
Q3 | $1.17M | Buy |
8,378
+45
| +0.5% | +$6.07K | 0.23% | 34 |
|
|
2019
Q2 | $1.1M | Buy |
8,333
+218
| +3% | +$28.6K | 0.19% | 40 |
|
|
2019
Q1 | $1.09M | Buy |
8,115
+1,167
| +17% | +$149K | 0.2% | 35 |
|
|
2018
Q4 | $755K | Sell |
6,948
-1,163
| -14% | -$140K | 0.09% | 35 |
|
|
2018
Q3 | $1.17M | Buy |
8,111
+787
| +11% | +$110K | 0.16% | 38 |
|
|
2018
Q2 | $978K | Buy |
7,324
+804
| +12% | +$112K | 0.16% | 46 |
|
|
2018
Q1 | $956K | Buy |
6,520
+1,361
| +26% | +$206K | 0.2% | 40 |
|
|
2017
Q4 | $757K | Sell |
5,159
-570
| -10% | -$82.9K | 0.44% | 39 |
|
|
2017
Q3 | $795K | Buy |
5,729
+1,133
| +25% | +$158K | 0.25% | 33 |
|
|
2017
Q2 | $676K | Buy |
4,596
+1,428
| +45% | +$215K | 0.22% | 34 |
|
|
2017
Q1 | $527K | Sell |
3,168
-565
| -15% | -$94.7K | 0.36% | 27 |
|
|
2016
Q4 | $592K | Sell |
3,733
-334
| -8% | -$50.9K | 0.34% | 31 |
|
|
2016
Q3 | $618K | Sell |
4,067
-633
| -13% | -$96.1K | 0.38% | 33 |
|
|
2016
Q2 | $682K | Buy |
4,700
+404
| +9% | +$57.8K | 0.43% | 34 |
|
|
2016
Q1 | $622K | Sell |
4,296
-1,153
| -21% | -$147K | 0.37% | 38 |
|
|
2015
Q4 | $717K | Buy |
5,449
+1,040
| +24% | +$140K | 0.37% | 33 |
|
|
2015
Q3 | $611K | Sell |
4,409
-404
| -8% | -$59.7K | 0.3% | 48 |
|
|
2015
Q2 | $748K | Buy |
4,813
+2,477
| +106% | +$398K | 0.39% | 40 |
|
|
2015
Q1 | $358K | Buy |
2,336
+110
| +5% | +$16.7K | 0.19% | 53 |
|
|
2014
Q4 | $341K | Buy |
2,226
+669
| +43% | +$106K | 0.2% | 56 |
|
|
2014
Q3 | $283K | Buy |
+1,557
| New | +$284K | 0.14% | 59 |
|
Other funds holding IBM
DSC Advisors's IBM Position: Q3 2024 in Review
DSC Advisors reduced its IBM (IBM) stake by 6.7% in Q3 2024, selling an estimated $15.3K and leaving 1,081 shares worth $239K. The position accounts for 2.18% of the portfolio, ranked #17.
DSC Advisors first reported a position in IBM in Q3 2014 and has held it in 36 quarters since. The position peaked at $1.29M in Q4 2019. 2,931 funds tracked by Wall St. Rank hold IBM as of Q3 2024.
- DSC Advisors held 1,081 shares of IBM worth $239K as of Q3 2024.
- DSC Advisors sold 78 IBM shares in Q3 2024, an estimated $15.3K.
- IBM made up 2.18% of DSC Advisors's portfolio in Q3 2024, its #17 holding.
- DSC Advisors first reported a position in IBM in Q3 2014 and has held it in 36 quarters since.
- DSC Advisors's IBM position peaked at $1.29M in Q4 2019.
- 2,931 funds tracked by Wall St. Rank held IBM as of Q3 2024.
Based on DSC Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.