Edge Wealth Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-200
| Closed | -$27K | – | 256 |
|
|
2021
Q4 | $27K | Sell |
200
-9
| -4% | -$1.13K | ﹤0.01% | 230 |
|
|
2021
Q3 | $28K | Hold |
209
| – | – | 0.01% | 232 |
|
|
2021
Q2 | $29K | Hold |
209
| – | – | 0.01% | 235 |
|
|
2021
Q1 | $27K | Sell |
209
-209
| -50% | -$25K | 0.01% | 236 |
|
|
2020
Q4 | $50K | Hold |
418
| – | – | 0.01% | 181 |
|
|
2020
Q3 | $49K | Sell |
418
-403
| -49% | -$47.4K | 0.01% | 202 |
|
|
2020
Q2 | $95K | Sell |
821
-4,911
| -86% | -$570K | 0.02% | 205 |
|
|
2020
Q1 | $615K | Buy |
5,732
+5,314
| +1,271% | +$672K | 0.13% | 82 |
|
|
2019
Q4 | $53K | Hold |
418
| – | – | 0.01% | 250 |
|
|
2019
Q3 | $58K | Hold |
418
| – | – | 0.01% | 238 |
|
|
2019
Q2 | $55K | Sell |
418
-182
| -30% | -$23.9K | 0.01% | 252 |
|
|
2019
Q1 | $81K | Buy |
600
+2
| +0.3% | +$255 | 0.02% | 200 |
|
|
2018
Q4 | $65K | Sell |
598
-6,213
| -91% | -$746K | 0.02% | 221 |
|
|
2018
Q3 | $984K | Sell |
6,811
-165
| -2% | -$23.1K | 0.24% | 62 |
|
|
2018
Q2 | $932K | Sell |
6,976
-18,205
| -72% | -$2.54M | 0.24% | 62 |
|
|
2018
Q1 | $3.69M | Buy |
25,181
+976
| +4% | +$148K | 0.98% | 28 |
|
|
2017
Q4 | $3.56M | Buy |
24,205
+23,452
| +3,114% | +$3.41M | 1.01% | 26 |
|
|
2017
Q3 | $104K | Sell |
753
-42
| -5% | -$5.85K | 0.03% | 166 |
|
|
2017
Q2 | $117K | Buy |
795
+42
| +6% | +$6.33K | 0.04% | 160 |
|
|
2017
Q1 | $126K | Hold |
753
| – | – | 0.04% | 147 |
|
|
2016
Q4 | $120K | Hold |
753
| – | – | 0.05% | 137 |
|
|
2016
Q3 | $114K | Hold |
753
| – | – | 0.05% | 133 |
|
|
2016
Q2 | $109K | Hold |
753
| – | – | 0.05% | 129 |
|
|
2016
Q1 | $109K | Sell |
753
-36
| -5% | -$4.6K | 0.05% | 129 |
|
|
2015
Q4 | $104K | Buy |
789
+523
| +197% | +$70.3K | 0.04% | 136 |
|
|
2015
Q3 | $37K | Buy |
266
+62
| +30% | +$9.15K | 0.01% | 201 |
|
|
2015
Q2 | $32K | Sell |
204
-889
| -81% | -$143K | 0.01% | 218 |
|
|
2015
Q1 | $169K | Sell |
1,093
-1,198
| -52% | -$182K | 0.06% | 107 |
|
|
2014
Q4 | $353K | Sell |
2,291
-856
| -27% | -$136K | 0.13% | 84 |
|
|
2014
Q3 | $571K | Buy |
3,147
+1,275
| +68% | +$232K | 0.22% | 57 |
|
|
2014
Q2 | $325K | Sell |
1,872
-167
| -8% | -$30.1K | 0.14% | 82 |
|
|
2014
Q1 | $375K | Hold |
2,039
| – | – | 0.16% | 69 |
|
|
2013
Q4 | $365K | Buy |
2,039
+1,256
| +160% | +$217K | 0.17% | 62 |
|
|
2013
Q3 | $139K | Buy |
783
+127
| +19% | +$23.1K | 0.08% | 84 |
|
|
2013
Q2 | $120K | Buy |
+656
| New | +$128K | 0.08% | 79 |
|
Other funds holding IBM
Edge Wealth Management's IBM Position: Q1 2022 in Review
Edge Wealth Management sold out of IBM (IBM) in Q1 2022, closing a stake of 200 shares — an estimated $27K sold.
Edge Wealth Management first reported a position in IBM in Q2 2013 and held it in 35 quarters. The position peaked at $3.69M in Q1 2018. 2,338 funds tracked by Wall St. Rank hold IBM as of Q1 2022.
- Edge Wealth Management reported no remaining IBM position as of Q1 2022 after selling out during the quarter.
- Edge Wealth Management sold 200 IBM shares in Q1 2022, an estimated $27K.
- Edge Wealth Management first reported a position in IBM in Q2 2013 and held it in 35 quarters.
- Edge Wealth Management's IBM position peaked at $3.69M in Q1 2018.
- 2,338 funds tracked by Wall St. Rank held IBM as of Q1 2022.
Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.