Next Financial Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2.11M | Buy |
15,773
+300
| +2% | +$37.6K | 0.14% | 166 |
|
|
2021
Q3 | $2.06M | Buy |
15,473
+95
| +0.6% | +$12.7K | 0.16% | 140 |
|
|
2021
Q2 | $2.16M | Sell |
15,378
-149
| -1% | -$20.4K | 0.17% | 136 |
|
|
2021
Q1 | $1.98M | Buy |
15,527
+3,304
| +27% | +$395K | 0.18% | 130 |
|
|
2020
Q4 | $1.47M | Sell |
12,223
-218
| -2% | -$25.2K | 0.14% | 155 |
|
|
2020
Q3 | $1.45M | Sell |
12,441
-105
| -0.8% | -$12.4K | 0.16% | 139 |
|
|
2020
Q2 | $1.45M | Buy |
12,546
+351
| +3% | +$40.8K | 0.17% | 147 |
|
|
2020
Q1 | $1.29M | Buy |
12,195
+3,241
| +36% | +$410K | 0.17% | 135 |
|
|
2019
Q4 | $1.15M | Sell |
8,954
-589
| -6% | -$76.6K | 0.12% | 219 |
|
|
2019
Q3 | $1.33M | Buy |
9,543
+180
| +2% | +$24.3K | 0.14% | 176 |
|
|
2019
Q2 | $1.23M | Buy |
9,363
+4,526
| +94% | +$595K | 0.13% | 194 |
|
|
2019
Q1 | $652K | Sell |
4,837
-5,788
| -54% | -$738K | 0.17% | 80 |
|
|
2018
Q4 | $1.16M | Sell |
10,625
-1,048
| -9% | -$126K | 0.24% | 101 |
|
|
2018
Q3 | $1.69M | Sell |
11,673
-4,944
| -30% | -$691K | 0.78% | 24 |
|
|
2018
Q2 | $2.22M | Sell |
16,617
-2
| -0% | -$279 | 0.85% | 25 |
|
|
2018
Q1 | $2.44M | Buy |
16,619
+8,650
| +109% | +$1.31M | 0.51% | 47 |
|
|
2017
Q4 | $1.17M | Buy |
7,969
+1,884
| +31% | +$274K | 0.5% | 53 |
|
|
2017
Q3 | $856K | Buy |
6,085
+104
| +2% | +$14.5K | 0.24% | 100 |
|
|
2017
Q2 | $880K | Buy |
5,981
+1,023
| +21% | +$154K | 0.22% | 114 |
|
|
2017
Q1 | $760K | Sell |
4,958
-5,152
| -51% | -$864K | 0.21% | 107 |
|
|
2016
Q4 | $1.6M | Sell |
10,110
-112
| -1% | -$17.1K | 0.28% | 79 |
|
|
2016
Q3 | $1.55M | Buy |
10,222
+5,136
| +101% | +$779K | 0.28% | 84 |
|
|
2016
Q2 | $737K | Buy |
5,086
+139
| +3% | +$19.9K | 0.23% | 102 |
|
|
2016
Q1 | $716K | Sell |
4,947
-336
| -6% | -$42.9K | 0.25% | 90 |
|
|
2015
Q4 | $695K | Sell |
5,283
-1,802
| -25% | -$242K | 0.26% | 88 |
|
|
2015
Q3 | $981K | Buy |
7,085
+1,098
| +18% | +$162K | 0.35% | 72 |
|
|
2015
Q2 | $930K | Sell |
5,987
-108
| -2% | -$17.4K | 0.32% | 80 |
|
|
2015
Q1 | $935K | Sell |
6,095
-384
| -6% | -$58.2K | 0.3% | 86 |
|
|
2014
Q4 | $994K | Sell |
6,479
-6,402
| -50% | -$1.02M | 0.33% | 80 |
|
|
2014
Q3 | $2.34M | Buy |
12,881
+6,711
| +109% | +$1.22M | 0.47% | 33 |
|
|
2014
Q2 | $1.1M | Buy |
+6,170
| New | +$1.11M | 0.57% | 39 |
|
Other funds holding IBM
Next Financial Group's IBM Position: Q4 2021 in Review
Next Financial Group increased its IBM (IBM) stake by 1.9% in Q4 2021, buying an estimated $37.6K and bringing the position to 15,773 shares worth $2.11M. The position accounts for 0.14% of the portfolio, ranked #166.
Next Financial Group first reported a position in IBM in Q2 2014 and has held it in 31 quarters since. The position peaked at $2.44M in Q1 2018. 2,351 funds tracked by Wall St. Rank hold IBM as of Q4 2021.
- Next Financial Group held 15,773 shares of IBM worth $2.11M as of Q4 2021.
- Next Financial Group bought 300 IBM shares in Q4 2021, an estimated $37.6K.
- IBM made up 0.14% of Next Financial Group's portfolio in Q4 2021, its #166 holding.
- Next Financial Group first reported a position in IBM in Q2 2014 and has held it in 31 quarters since.
- Next Financial Group's IBM position peaked at $2.44M in Q1 2018.
- 2,351 funds tracked by Wall St. Rank held IBM as of Q4 2021.
Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.