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

BlackRock New York $5.72T 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 $1.56T 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