Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $70K | Buy |
550
+10
| +2% | +$1.3K | 0.01% | 205 |
|
|
2021
Q4 | $72K | Sell |
540
-25
| -4% | -$3.14K | 0.01% | 211 |
|
|
2021
Q3 | $75K | Sell |
565
-427
| -43% | -$57.1K | 0.01% | 182 |
|
|
2021
Q2 | $139K | Sell |
992
-333
| -25% | -$45.5K | 0.02% | 133 |
|
|
2021
Q1 | $169K | Buy |
1,325
+93
| +8% | +$11.1K | 0.02% | 95 |
|
|
2020
Q4 | $148K | Buy |
1,232
+322
| +35% | +$37.2K | 0.02% | 103 |
|
|
2020
Q3 | $106K | Buy |
910
+596
| +190% | +$70.2K | 0.02% | 112 |
|
|
2020
Q2 | $36K | Buy |
314
+60
| +24% | +$6.97K | 0.01% | 196 |
|
|
2020
Q1 | $27K | Sell |
254
-37
| -13% | -$4.68K | 0.01% | 214 |
|
|
2019
Q4 | $37K | Buy |
291
+90
| +45% | +$11.7K | 0.01% | 218 |
|
|
2019
Q3 | $28K | Buy |
201
+67
| +50% | +$9.04K | ﹤0.01% | 229 |
|
|
2019
Q2 | $18K | Hold |
134
| – | – | ﹤0.01% | 228 |
|
|
2019
Q1 | $18K | Sell |
134
-63
| -32% | -$8.03K | ﹤0.01% | 212 |
|
|
2018
Q4 | $21K | Sell |
197
-130
| -40% | -$15.6K | ﹤0.01% | 190 |
|
|
2018
Q3 | $47K | Sell |
327
-294
| -47% | -$41.1K | 0.01% | 142 |
|
|
2018
Q2 | $83K | Buy |
621
+68
| +12% | +$9.48K | 0.02% | 97 |
|
|
2018
Q1 | $81K | Buy |
553
+179
| +48% | +$27.1K | 0.02% | 119 |
|
|
2017
Q4 | $55K | Buy |
374
+240
| +179% | +$34.9K | 0.02% | 97 |
|
|
2017
Q3 | $19K | Hold |
134
| – | – | 0.01% | 69 |
|
|
2017
Q2 | $20K | Hold |
134
| – | – | 0.01% | 79 |
|
|
2017
Q1 | $22K | Sell |
134
-22
| -14% | -$3.69K | 0.01% | 61 |
|
|
2016
Q4 | $25K | Sell |
156
-1,297
| -89% | -$198K | 0.01% | 71 |
|
|
2016
Q3 | $221K | Sell |
1,453
-184
| -11% | -$27.9K | 0.07% | 32 |
|
|
2016
Q2 | $238K | Hold |
1,637
| – | – | 0.07% | 31 |
|
|
2016
Q1 | $237K | Hold |
1,637
| – | – | 0.07% | 31 |
|
|
2015
Q4 | $215K | Hold |
1,637
| – | – | 0.07% | 33 |
|
|
2015
Q3 | $227K | Hold |
1,637
| – | – | 0.08% | 29 |
|
|
2015
Q2 | $255K | Sell |
1,637
-131
| -7% | -$21.1K | 0.11% | 23 |
|
|
2015
Q1 | $271K | Sell |
1,768
-52
| -3% | -$7.89K | 0.11% | 25 |
|
|
2014
Q4 | $279K | Hold |
1,820
| – | – | 0.12% | 23 |
|
|
2014
Q3 | $330K | Sell |
1,820
-68
| -4% | -$12.4K | 0.15% | 21 |
|
|
2014
Q2 | $338K | Hold |
1,888
| – | – | 0.15% | 15 |
|
|
2014
Q1 | $351K | Buy |
1,888
+86
| +5% | +$15.1K | 0.21% | 12 |
|
|
2013
Q4 | $323K | Buy |
1,802
+119
| +7% | +$20.5K | 0.23% | 18 |
|
|
2013
Q3 | $298K | Hold |
1,683
| – | – | 0.28% | 14 |
|
|
2013
Q2 | $307K | Buy |
+1,683
| New | +$328K | 0.35% | 13 |
|
Other funds holding IBM
Lenox Wealth Advisors's IBM Position: Q1 2022 in Review
Lenox Wealth Advisors increased its IBM (IBM) stake by 1.9% in Q1 2022, buying an estimated $1.3K and bringing the position to 550 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #205.
Lenox Wealth Advisors first reported a position in IBM in Q2 2013 and has held it in 36 quarters since. The position peaked at $351K in Q1 2014. 2,338 funds tracked by Wall St. Rank hold IBM as of Q1 2022.
- Lenox Wealth Advisors held 550 shares of IBM worth $70K as of Q1 2022.
- Lenox Wealth Advisors bought 10 IBM shares in Q1 2022, an estimated $1.3K.
- IBM made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #205 holding.
- Lenox Wealth Advisors first reported a position in IBM in Q2 2013 and has held it in 36 quarters since.
- Lenox Wealth Advisors's IBM position peaked at $351K in Q1 2014.
- 2,338 funds tracked by Wall St. Rank held IBM as of Q1 2022.
Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.