Moser Wealth Advisors’s IBM IBM Stock Holding History

Moser Wealth Advisors’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-20	Closed	-$3.46K	–	143
2024 Q2	$3.46K	Hold	20	–	–	﹤0.01%	136
2024 Q1	$3.82K	Buy	+20	New	+$3.65K	﹤0.01%	134
2022 Q4	–	Sell	-575	Closed	-$68K	–	135
2022 Q3	$68K	Hold	575	–	–	0.05%	80
2022 Q2	$81K	Hold	575	–	–	0.06%	81
2022 Q1	$75K	Hold	575	–	–	0.05%	85
2021 Q4	$77K	Sell	575 -131	-19%	-$16.4K	0.05%	83
2021 Q3	$94K	Hold	706	–	–	0.06%	81
2021 Q2	$99K	Hold	706	–	–	0.06%	81
2021 Q1	$90K	Hold	706	–	–	0.06%	80
2020 Q4	$85K	Hold	706	–	–	0.06%	77
2020 Q3	$82K	Buy	706 +105	+17%	+$12.4K	0.07%	73
2020 Q2	$69K	Hold	601	–	–	0.07%	70
2020 Q1	$64K	Hold	601	–	–	0.07%	70
2019 Q4	$77K	Buy	+601	New	+$78.1K	0.07%	75

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return