Glassman Wealth Services’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 | – | Sell |
-5,624
| Closed | -$920K | – | 943 |
|
|
2023
Q4 | $920K | Buy |
5,624
+30
| +0.5% | +$4.53K | 0.13% | 56 |
|
|
2023
Q3 | $785K | Buy |
5,594
+92
| +2% | +$13.1K | 0.13% | 53 |
|
|
2023
Q2 | $736K | Buy |
5,502
+843
| +18% | +$109K | 0.12% | 50 |
|
|
2023
Q1 | $611K | Sell |
4,659
-172
| -4% | -$23K | 0.11% | 64 |
|
|
2022
Q4 | $681K | Buy |
4,831
+219
| +5% | +$30.2K | 0.13% | 53 |
|
|
2022
Q3 | $548K | Buy |
4,612
+107
| +2% | +$14K | 0.12% | 65 |
|
|
2022
Q2 | $636K | Sell |
4,505
-45
| -1% | -$6.07K | 0.13% | 59 |
|
|
2022
Q1 | $592K | Sell |
4,550
-216
| -5% | -$28.2K | 0.11% | 73 |
|
|
2021
Q4 | $637K | Sell |
4,766
-918
| -16% | -$115K | 0.12% | 68 |
|
|
2021
Q3 | $755K | Buy |
5,684
+1,492
| +36% | +$199K | 0.16% | 56 |
|
|
2021
Q2 | $588K | Sell |
4,192
-375
| -8% | -$51.3K | 0.12% | 67 |
|
|
2021
Q1 | $582K | Buy |
4,567
+145
| +3% | +$17.4K | 0.12% | 73 |
|
|
2020
Q4 | $532K | Sell |
4,422
-203
| -4% | -$23.5K | 0.12% | 72 |
|
|
2020
Q3 | $538K | Buy |
4,625
+40
| +0.9% | +$4.71K | 0.15% | 62 |
|
|
2020
Q2 | $529K | Buy |
4,585
+40
| +0.9% | +$4.65K | 0.16% | 61 |
|
|
2020
Q1 | $482K | Sell |
4,545
-12
| -0.3% | -$1.52K | 0.19% | 57 |
|
|
2019
Q4 | $584K | Buy |
4,557
+496
| +12% | +$64.5K | 0.22% | 58 |
|
|
2019
Q3 | $565K | Buy |
4,061
+1
| +0% | +$135 | 0.23% | 54 |
|
|
2019
Q2 | $535K | Buy |
4,060
+693
| +21% | +$91K | 0.22% | 56 |
|
|
2019
Q1 | $454K | Buy |
3,367
+207
| +7% | +$26.4K | 0.2% | 63 |
|
|
2018
Q4 | $343K | Sell |
3,160
-164
| -5% | -$19.7K | 0.18% | 68 |
|
|
2018
Q3 | $481K | Sell |
3,324
-12
| -0.4% | -$1.68K | 0.22% | 55 |
|
|
2018
Q2 | $445K | Buy |
3,336
+34
| +1% | +$4.74K | 0.22% | 50 |
|
|
2018
Q1 | $484K | Buy |
3,302
+1,174
| +55% | +$178K | 0.3% | 39 |
|
|
2017
Q4 | $312K | Buy |
2,128
+14
| +0.7% | +$2.04K | 0.19% | 57 |
|
|
2017
Q3 | $293K | Hold |
2,114
| – | – | 0.19% | 59 |
|
|
2017
Q2 | $311K | Buy |
2,114
+1
| +0% | +$151 | 0.21% | 55 |
|
|
2017
Q1 | $352K | Buy |
2,113
+211
| +11% | +$35.4K | 0.24% | 43 |
|
|
2016
Q4 | $302K | Buy |
1,902
+59
| +3% | +$8.99K | 0.21% | 47 |
|
|
2016
Q3 | $280K | Sell |
1,843
-59
| -3% | -$8.95K | 0.23% | 48 |
|
|
2016
Q2 | $276K | Hold |
1,902
| – | – | 0.24% | 41 |
|
|
2016
Q1 | $275K | Sell |
1,902
-41
| -2% | -$5.24K | 0.25% | 39 |
|
|
2015
Q4 | $256K | Hold |
1,943
| – | – | 0.23% | 53 |
|
|
2015
Q3 | $269K | Hold |
1,943
| – | – | 0.24% | 46 |
|
|
2015
Q2 | $302K | Hold |
1,943
| – | – | 0.24% | 40 |
|
|
2015
Q1 | $298K | Sell |
1,943
-12
| -0.6% | -$1.82K | 0.24% | 42 |
|
|
2014
Q4 | $300K | Buy |
+1,955
| New | +$311K | 0.22% | 45 |
|
Other funds holding IBM
Glassman Wealth Services's IBM Position: Q1 2024 in Review
Glassman Wealth Services sold out of IBM (IBM) in Q1 2024, closing a stake of 5,624 shares — an estimated $920K sold.
Glassman Wealth Services first reported a position in IBM in Q4 2014 and held it in 37 quarters. The position peaked at $920K in Q4 2023. 2,802 funds tracked by Wall St. Rank hold IBM as of Q1 2024.
- Glassman Wealth Services reported no remaining IBM position as of Q1 2024 after selling out during the quarter.
- Glassman Wealth Services sold 5,624 IBM shares in Q1 2024, an estimated $920K.
- Glassman Wealth Services first reported a position in IBM in Q4 2014 and held it in 37 quarters.
- Glassman Wealth Services's IBM position peaked at $920K in Q4 2023.
- 2,802 funds tracked by Wall St. Rank held IBM as of Q1 2024.
Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.