Sutton Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $214K | Buy |
1,523
+33
| +2% | +$4.7K | 0.11% | 103 |
|
|
2023
Q2 | $199K | Sell |
1,490
-47
| -3% | -$6.07K | 0.1% | 109 |
|
|
2023
Q1 | $202K | Sell |
1,537
-1,443
| -48% | -$193K | 0.11% | 104 |
|
|
2022
Q4 | $420K | Sell |
2,980
-144
| -5% | -$19.9K | 0.16% | 100 |
|
|
2022
Q3 | $371K | Buy |
3,124
+201
| +7% | +$26.4K | 0.15% | 100 |
|
|
2022
Q2 | $413K | Buy |
2,923
+25
| +0.9% | +$3.37K | 0.16% | 93 |
|
|
2022
Q1 | $377K | Sell |
2,898
-16
| -0.5% | -$2.09K | 0.13% | 111 |
|
|
2021
Q4 | $390K | Sell |
2,914
-132
| -4% | -$16.6K | 0.13% | 115 |
|
|
2021
Q3 | $405K | Buy |
3,046
+48
| +2% | +$6.42K | 0.15% | 104 |
|
|
2021
Q2 | $420K | Buy |
2,998
+5
| +0.2% | +$684 | 0.15% | 102 |
|
|
2021
Q1 | $381K | Buy |
2,993
+44
| +1% | +$5.27K | 0.15% | 109 |
|
|
2020
Q4 | $355K | Buy |
2,949
+8
| +0.3% | +$925 | 0.15% | 111 |
|
|
2020
Q3 | $342K | Buy |
2,941
+5
| +0.2% | +$589 | 0.17% | 98 |
|
|
2020
Q2 | $339K | Sell |
2,936
-20
| -0.7% | -$2.32K | 0.18% | 98 |
|
|
2020
Q1 | $314K | Buy |
2,956
+30
| +1% | +$3.79K | 0.2% | 90 |
|
|
2019
Q4 | $375K | Hold |
2,926
| – | – | 0.19% | 90 |
|
|
2019
Q3 | $407K | Hold |
2,926
| – | – | 0.23% | 79 |
|
|
2019
Q2 | $386K | Sell |
2,926
-4
| -0.1% | -$525 | 0.22% | 80 |
|
|
2019
Q1 | $395K | Sell |
2,930
-1,581
| -35% | -$202K | 0.23% | 77 |
|
|
2018
Q4 | $490K | Sell |
4,511
-65
| -1% | -$7.8K | 0.32% | 59 |
|
|
2018
Q3 | $662K | Buy |
4,576
+91
| +2% | +$12.7K | 0.43% | 36 |
|
|
2018
Q2 | $599K | Hold |
4,485
| – | – | 0.42% | 41 |
|
|
2018
Q1 | $658K | Buy |
4,485
+418
| +10% | +$63.2K | 0.47% | 35 |
|
|
2017
Q4 | $597K | Hold |
4,067
| – | – | 0.44% | 41 |
|
|
2017
Q3 | $564K | Buy |
4,067
+7
| +0.2% | +$975 | 0.43% | 42 |
|
|
2017
Q2 | $597K | Sell |
4,060
-23
| -0.6% | -$3.47K | 0.47% | 40 |
|
|
2017
Q1 | $680K | Buy |
4,083
+4
| +0.1% | +$671 | 0.57% | 29 |
|
|
2016
Q4 | $647K | Buy |
4,079
+30
| +0.7% | +$4.57K | 0.58% | 26 |
|
|
2016
Q3 | $615K | Buy |
4,049
+4
| +0.1% | +$607 | 0.56% | 28 |
|
|
2016
Q2 | $587K | Buy |
4,045
+4
| +0.1% | +$573 | 0.55% | 28 |
|
|
2016
Q1 | $585K | Buy |
+4,041
| New | +$516K | 0.56% | 27 |
|
Other funds holding IBM
Sutton Wealth Advisors's IBM Position: Q3 2023 in Review
Sutton Wealth Advisors increased its IBM (IBM) stake by 2.2% in Q3 2023, buying an estimated $4.7K and bringing the position to 1,523 shares worth $214K. The position accounts for 0.11% of the portfolio, ranked #103.
Sutton Wealth Advisors first reported a position in IBM in Q1 2016 and has held it in 31 quarters since. The position peaked at $680K in Q1 2017. 2,461 funds tracked by Wall St. Rank hold IBM as of Q3 2023.
- Sutton Wealth Advisors held 1,523 shares of IBM worth $214K as of Q3 2023.
- Sutton Wealth Advisors bought 33 IBM shares in Q3 2023, an estimated $4.7K.
- IBM made up 0.11% of Sutton Wealth Advisors's portfolio in Q3 2023, its #103 holding.
- Sutton Wealth Advisors first reported a position in IBM in Q1 2016 and has held it in 31 quarters since.
- Sutton Wealth Advisors's IBM position peaked at $680K in Q1 2017.
- 2,461 funds tracked by Wall St. Rank held IBM as of Q3 2023.
Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.