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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Moser Wealth Advisors's IBM Position: Q3 2024 in Review

Moser Wealth Advisors sold out of IBM (IBM) in Q3 2024, closing a stake of 20 shares — an estimated $3.46K sold.

Moser Wealth Advisors first reported a position in IBM in Q4 2019 and held it in 14 quarters. The position peaked at $99K in Q2 2021. 2,936 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • Moser Wealth Advisors reported no remaining IBM position as of Q3 2024 after selling out during the quarter.
  • Moser Wealth Advisors sold 20 IBM shares in Q3 2024, an estimated $3.46K.
  • Moser Wealth Advisors first reported a position in IBM in Q4 2019 and held it in 14 quarters.
  • Moser Wealth Advisors's IBM position peaked at $99K in Q2 2021.
  • 2,936 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Moser Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.