Institutional & Family Asset Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $443K | Buy |
2,562
+5
| +0.2% | +$869 | 0.07% | 119 |
|
|
2024
Q1 | $488K | Buy |
2,557
+3
| +0.1% | +$547 | 0.08% | 115 |
|
|
2023
Q4 | $418K | Buy |
2,554
+5
| +0.2% | +$756 | 0.07% | 121 |
|
|
2023
Q3 | $358K | Buy |
2,549
+5
| +0.2% | +$711 | 0.06% | 116 |
|
|
2023
Q2 | $340K | Sell |
2,544
-13
| -0.5% | -$1.68K | 0.06% | 123 |
|
|
2023
Q1 | $335K | Buy |
2,557
+24
| +0.9% | +$3.21K | 0.06% | 122 |
|
|
2022
Q4 | $357K | Buy |
2,533
+4
| +0.2% | +$552 | 0.06% | 120 |
|
|
2022
Q3 | $300K | Buy |
2,529
+1,473
| +139% | +$193K | 0.05% | 122 |
|
|
2022
Q2 | $149K | Buy |
1,056
+5
| +0.5% | +$675 | 0.03% | 151 |
|
|
2022
Q1 | $137K | Buy |
1,051
+5
| +0.5% | +$652 | 0.02% | 171 |
|
|
2021
Q4 | $140K | Sell |
1,046
-70
| -6% | -$8.78K | 0.02% | 179 |
|
|
2021
Q3 | $148K | Sell |
1,116
-46
| -4% | -$6.15K | 0.02% | 205 |
|
|
2021
Q2 | $163K | Buy |
1,162
+5
| +0.4% | +$684 | 0.03% | 195 |
|
|
2021
Q1 | $147K | Sell |
1,157
-519
| -31% | -$62.1K | 0.03% | 217 |
|
|
2020
Q4 | $202K | Buy |
1,676
+527
| +46% | +$60.9K | 0.04% | 184 |
|
|
2020
Q3 | $134K | Sell |
1,149
-24
| -2% | -$2.83K | 0.03% | 203 |
|
|
2020
Q2 | $135K | Buy |
1,173
+6
| +0.5% | +$697 | 0.03% | 208 |
|
|
2020
Q1 | $124K | Buy |
1,167
+34
| +3% | +$4.3K | 0.03% | 184 |
|
|
2019
Q4 | $145K | Sell |
1,133
-9
| -0.8% | -$1.17K | 0.03% | 195 |
|
|
2019
Q3 | $159K | Buy |
1,142
+38
| +3% | +$5.13K | 0.03% | 175 |
|
|
2019
Q2 | $146K | Buy |
1,104
+5
| +0.5% | +$657 | 0.03% | 188 |
|
|
2019
Q1 | $148K | Sell |
1,099
-1,370
| -55% | -$175K | 0.03% | 202 |
|
|
2018
Q4 | $268K | Sell |
2,469
-56
| -2% | -$6.72K | 0.06% | 143 |
|
|
2018
Q3 | $365K | Sell |
2,525
-260
| -9% | -$36.3K | 0.07% | 147 |
|
|
2018
Q2 | $372K | Buy |
2,785
+18
| +0.7% | +$2.51K | 0.08% | 132 |
|
|
2018
Q1 | $406K | Buy |
2,767
+39
| +1% | +$5.9K | 0.09% | 125 |
|
|
2017
Q4 | $400K | Sell |
2,728
-15
| -0.5% | -$2.18K | 0.08% | 124 |
|
|
2017
Q3 | $380K | Sell |
2,743
-90
| -3% | -$12.5K | 0.08% | 136 |
|
|
2017
Q2 | $417K | Buy |
2,833
+50
| +2% | +$7.54K | 0.1% | 98 |
|
|
2017
Q1 | $463K | Sell |
2,783
-86
| -3% | -$14.4K | 0.14% | 97 |
|
|
2016
Q4 | $455K | Sell |
2,869
-102
| -3% | -$15.5K | 0.14% | 98 |
|
|
2016
Q3 | $451K | Buy |
2,971
+152
| +5% | +$23.1K | 0.15% | 93 |
|
|
2016
Q2 | $409K | Sell |
2,819
-225
| -7% | -$32.2K | 0.14% | 95 |
|
|
2016
Q1 | $400K | Buy |
3,044
+471
| +18% | +$60.2K | 0.15% | 100 |
|
|
2015
Q4 | $339K | Buy |
+2,573
| New | +$346K | 0.13% | 101 |
|
Other funds holding IBM
Institutional & Family Asset Management's IBM Position: Q2 2024 in Review
Institutional & Family Asset Management increased its IBM (IBM) stake by 0.2% in Q2 2024, buying an estimated $869 and bringing the position to 2,562 shares worth $443K. The position accounts for 0.07% of the portfolio, ranked #119.
Institutional & Family Asset Management first reported a position in IBM in Q4 2015 and has held it in 35 quarters since. The position peaked at $488K in Q1 2024. 2,754 funds tracked by Wall St. Rank hold IBM as of Q2 2024.
- Institutional & Family Asset Management held 2,562 shares of IBM worth $443K as of Q2 2024.
- Institutional & Family Asset Management bought 5 IBM shares in Q2 2024, an estimated $869.
- IBM made up 0.07% of Institutional & Family Asset Management's portfolio in Q2 2024, its #119 holding.
- Institutional & Family Asset Management first reported a position in IBM in Q4 2015 and has held it in 35 quarters since.
- Institutional & Family Asset Management's IBM position peaked at $488K in Q1 2024.
- 2,754 funds tracked by Wall St. Rank held IBM as of Q2 2024.
Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.