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One Plus One Wealth Management’s IBM IBM Stock Holding History

One Plus One Wealth Management’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
-1,800
Closed -$311K – 93
2024
Q2 		$311K Buy
+1,800
New +$313K 0.18% 71
2023
Q4 		– Sell
-1,672
Closed -$235K – 95
2023
Q3 		$235K Sell
1,672
-100
-6% -$14.2K 0.15% 78
2023
Q2 		$237K Sell
1,772
-55
-3% -$7.1K 0.15% 77
2023
Q1 		$240K Hold
1,827
– – 0.17% 74
2022
Q4 		$257K Hold
1,827
– – 0.18% 76
2022
Q3 		$217K Hold
1,827
– – 0.18% 82
2022
Q2 		$258K Hold
1,827
– – 0.2% 78
2022
Q1 		$238K Hold
1,827
– – 0.16% 79
2021
Q4 		$244K Sell
1,827
-84
-4% -$10.5K 0.17% 88
2021
Q3 		$254K Sell
1,911
-314
-14% -$42K 0.18% 70
2021
Q2 		$312K Buy
2,225
+476
+27% +$65.1K 0.22% 56
2021
Q1 		$223K Buy
+1,749
New +$209K 0.17% 81

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 $3.37T AUM 44.26% 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

One Plus One Wealth Management's IBM Position: Q3 2024 in Review

One Plus One Wealth Management sold out of IBM (IBM) in Q3 2024, closing a stake of 1,800 shares — an estimated $311K sold.

One Plus One Wealth Management first reported a position in IBM in Q1 2021 and held it in 12 quarters. The position peaked at $312K in Q2 2021. 2,935 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

  • One Plus One Wealth Management reported no remaining IBM position as of Q3 2024 after selling out during the quarter.
  • One Plus One Wealth Management sold 1,800 IBM shares in Q3 2024, an estimated $311K.
  • One Plus One Wealth Management first reported a position in IBM in Q1 2021 and held it in 12 quarters.
  • One Plus One Wealth Management's IBM position peaked at $312K in Q2 2021.
  • 2,935 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on One Plus One Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.