Platte River Wealth Advisors’s IBM IBM Stock Holding History

Platte River 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	$376K	Hold	1,700	–	–	0.1%	74
2024 Q2	$294K	Sell	1,700 -200	-11%	-$34.8K	0.08%	81
2024 Q1	$363K	Sell	1,900 -250	-12%	-$45.6K	0.1%	78
2023 Q4	$352K	Sell	2,150 -159	-7%	-$24K	0.12%	79
2023 Q3	$324K	Sell	2,309 -116	-5%	-$16.5K	0.12%	78
2023 Q2	$324K	Sell	2,425 -300	-11%	-$38.7K	0.11%	78
2023 Q1	$357K	Hold	2,725	–	–	0.14%	68
2022 Q4	$384K	Sell	2,725 -570	-17%	-$78.6K	0.16%	67
2022 Q3	$391K	Hold	3,295	–	–	0.17%	64
2022 Q2	$465K	Sell	3,295 -370	-10%	-$49.9K	0.2%	60
2022 Q1	$477K	Sell	3,665 -1,000	-21%	-$130K	0.17%	62
2021 Q4	$620K	Buy	+4,665	New	+$585K	0.21%	60

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

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

Platte River Wealth Advisors's IBM Position: Q3 2024 in Review

Platte River Wealth Advisors held its IBM (IBM) position steady in Q3 2024 at 1,700 shares worth $376K. The position accounts for 0.1% of the portfolio, ranked #74.

Platte River Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 12 quarters since. The position peaked at $620K in Q4 2021. 2,932 funds tracked by Wall St. Rank hold IBM as of Q3 2024.

Platte River Wealth Advisors held 1,700 shares of IBM worth $376K as of Q3 2024.
Platte River Wealth Advisors left its IBM share count unchanged in Q3 2024.
IBM made up 0.1% of Platte River Wealth Advisors's portfolio in Q3 2024, its #74 holding.
Platte River Wealth Advisors first reported a position in IBM in Q4 2021 and has held it in 12 quarters since.
Platte River Wealth Advisors's IBM position peaked at $620K in Q4 2021.
2,932 funds tracked by Wall St. Rank held IBM as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.