Paragon Wealth Strategies’s IBM IBM Stock Holding History

Paragon Wealth Strategies’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
2023 Q1	–	Sell	-38	Closed	-$5.32K	–	130
2022 Q4	$5.32K	Buy	38 +22	+138%	+$3.04K	0.01%	157
2022 Q3	$2K	Buy	+16	New	+$2.1K	﹤0.01%	150
2020 Q1	–	Sell	-4,276	Closed	-$548K	–	22
2019 Q4	$548K	Buy	4,276 +505	+13%	+$65.6K	0.27%	34
2019 Q3	$524K	Buy	3,771 +1,232	+49%	+$166K	0.28%	30
2019 Q2	$335K	Buy	+2,539	New	+$334K	0.18%	38

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Paragon Wealth Strategies's IBM Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of IBM (IBM) in Q1 2023, closing a stake of 38 shares — an estimated $5.32K sold.

Paragon Wealth Strategies first reported a position in IBM in Q2 2019 and held it in 5 quarters. The position peaked at $548K in Q4 2019. 2,392 funds tracked by Wall St. Rank hold IBM as of Q1 2023.

Paragon Wealth Strategies reported no remaining IBM position as of Q1 2023 after selling out during the quarter.
Paragon Wealth Strategies sold 38 IBM shares in Q1 2023, an estimated $5.32K.
Paragon Wealth Strategies first reported a position in IBM in Q2 2019 and held it in 5 quarters.
Paragon Wealth Strategies's IBM position peaked at $548K in Q4 2019.
2,392 funds tracked by Wall St. Rank held IBM as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.