Intercontinental Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $668K | Sell |
4,990
-101
| -2% | -$13K | 0.16% | 147 |
|
|
2023
Q1 | $667K | Sell |
5,091
-686
| -12% | -$91.8K | 0.17% | 141 |
|
|
2022
Q4 | $814K | Buy |
5,777
+163
| +3% | +$22.5K | 0.24% | 100 |
|
|
2022
Q3 | $667K | Sell |
5,614
-777
| -12% | -$102K | 0.21% | 108 |
|
|
2022
Q2 | $902K | Sell |
6,391
-62
| -1% | -$8.37K | 0.24% | 94 |
|
|
2022
Q1 | $839K | Buy |
6,453
+2,065
| +47% | +$269K | 0.19% | 105 |
|
|
2021
Q4 | $587K | Sell |
4,388
-202
| -4% | -$25.3K | 0.12% | 165 |
|
|
2021
Q3 | $610K | Sell |
4,590
-318
| -6% | -$42.5K | 0.14% | 142 |
|
|
2021
Q2 | $688K | Sell |
4,908
-440
| -8% | -$60.2K | 0.14% | 128 |
|
|
2021
Q1 | $681K | Sell |
5,348
-283
| -5% | -$33.9K | 0.15% | 116 |
|
|
2020
Q4 | $678K | Sell |
5,631
-1,638
| -23% | -$189K | 0.16% | 113 |
|
|
2020
Q3 | $845K | Buy |
7,269
+688
| +10% | +$81K | 0.25% | 81 |
|
|
2020
Q2 | $760K | Sell |
6,581
-2,023
| -24% | -$235K | 0.25% | 86 |
|
|
2020
Q1 | $913K | Buy |
8,604
+4,474
| +108% | +$566K | 0.48% | 49 |
|
|
2019
Q4 | $617K | Sell |
4,130
-5,121
| -55% | -$666K | 0.51% | 36 |
|
|
2019
Q3 | $1.29M | Sell |
9,251
-79
| -0.8% | -$10.7K | 0.79% | 30 |
|
|
2019
Q2 | $1.23M | Sell |
9,330
-137
| -1% | -$18K | 0.64% | 32 |
|
|
2019
Q1 | $1.28M | Sell |
9,467
-30
| -0.3% | -$3.82K | 0.63% | 32 |
|
|
2018
Q4 | $1.03M | Sell |
9,497
-676
| -7% | -$81.1K | 0.58% | 35 |
|
|
2018
Q3 | $1.47M | Sell |
10,173
-888
| -8% | -$124K | 0.74% | 31 |
|
|
2018
Q2 | $1.48M | Sell |
11,061
-631
| -5% | -$88K | 0.82% | 30 |
|
|
2018
Q1 | $1.72M | Sell |
11,692
-2,252
| -16% | -$341K | 0.99% | 25 |
|
|
2017
Q4 | $2.04M | Sell |
13,944
-2,395
| -15% | -$348K | 1.15% | 23 |
|
|
2017
Q3 | $2.27M | Sell |
16,339
-488
| -3% | -$68K | 1.38% | 18 |
|
|
2017
Q2 | $2.48M | Sell |
16,827
-2,619
| -13% | -$395K | 1.59% | 18 |
|
|
2017
Q1 | $3.24M | Buy |
19,446
+90
| +0.5% | +$15.1K | 1.94% | 16 |
|
|
2016
Q4 | $3.07M | Sell |
19,356
-363
| -2% | -$55.3K | 1.98% | 17 |
|
|
2016
Q3 | $3M | Sell |
19,719
-22
| -0.1% | -$3.34K | 2.13% | 15 |
|
|
2016
Q2 | $2.87M | Sell |
19,741
-390
| -2% | -$55.8K | 2.11% | 17 |
|
|
2016
Q1 | $2.92M | Buy |
20,131
+18,375
| +1,046% | +$2.35M | 2.2% | 14 |
|
|
2015
Q4 | $231K | Buy |
+1,756
| New | +$236K | 0.16% | 110 |
|
Other funds holding IBM
Intercontinental Wealth Advisors's IBM Position: Q2 2023 in Review
Intercontinental Wealth Advisors reduced its IBM (IBM) stake by 2% in Q2 2023, selling an estimated $13K and leaving 4,990 shares worth $668K. The position accounts for 0.16% of the portfolio, ranked #147.
Intercontinental Wealth Advisors first reported a position in IBM in Q4 2015 and has held it in 31 quarters since. The position peaked at $3.24M in Q1 2017. 2,423 funds tracked by Wall St. Rank hold IBM as of Q2 2023.
- Intercontinental Wealth Advisors held 4,990 shares of IBM worth $668K as of Q2 2023.
- Intercontinental Wealth Advisors sold 101 IBM shares in Q2 2023, an estimated $13K.
- IBM made up 0.16% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #147 holding.
- Intercontinental Wealth Advisors first reported a position in IBM in Q4 2015 and has held it in 31 quarters since.
- Intercontinental Wealth Advisors's IBM position peaked at $3.24M in Q1 2017.
- 2,423 funds tracked by Wall St. Rank held IBM as of Q2 2023.
Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.