Taurus Asset Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,067
| Closed | -$240K | – | 85 |
|
|
2020
Q3 | $240K | Hold |
2,067
| – | – | 0.03% | 81 |
|
|
2020
Q2 | $239K | Hold |
2,067
| – | – | 0.03% | 80 |
|
|
2020
Q1 | $219K | Hold |
2,067
| – | – | 0.04% | 78 |
|
|
2019
Q4 | $265K | Hold |
2,067
| – | – | 0.03% | 82 |
|
|
2019
Q3 | $287K | Sell |
2,067
-335
| -14% | -$45.2K | 0.04% | 79 |
|
|
2019
Q2 | $317K | Hold |
2,402
| – | – | 0.04% | 75 |
|
|
2019
Q1 | $324K | Hold |
2,402
| – | – | 0.05% | 76 |
|
|
2018
Q4 | $261K | Hold |
2,402
| – | – | 0.04% | 84 |
|
|
2018
Q3 | $347K | Sell |
2,402
-104
| -4% | -$14.5K | 0.05% | 79 |
|
|
2018
Q2 | $335K | Hold |
2,506
| – | – | 0.05% | 78 |
|
|
2018
Q1 | $368K | Hold |
2,506
| – | – | 0.06% | 79 |
|
|
2017
Q4 | $368K | Buy |
2,506
+335
| +15% | +$48.7K | 0.05% | 78 |
|
|
2017
Q3 | $301K | Sell |
2,171
-210
| -9% | -$29.3K | 0.05% | 86 |
|
|
2017
Q2 | $350K | Sell |
2,381
-523
| -18% | -$78.8K | 0.05% | 82 |
|
|
2017
Q1 | $483K | Hold |
2,904
| – | – | 0.08% | 71 |
|
|
2016
Q4 | $461K | Hold |
2,904
| – | – | 0.08% | 70 |
|
|
2016
Q3 | $441K | Buy |
2,904
+210
| +8% | +$31.9K | 0.08% | 72 |
|
|
2016
Q2 | $391K | Hold |
2,694
| – | – | 0.07% | 71 |
|
|
2016
Q1 | $390K | Sell |
2,694
-3,997
| -60% | -$511K | 0.07% | 73 |
|
|
2015
Q4 | $880K | Hold |
6,691
| – | – | 0.17% | 63 |
|
|
2015
Q3 | $927K | Sell |
6,691
-34,761
| -84% | -$5.13M | 0.18% | 65 |
|
|
2015
Q2 | $6.45M | Sell |
41,452
-523
| -1% | -$84.1K | 1.17% | 40 |
|
|
2015
Q1 | $6.44M | Sell |
41,975
-277
| -0.7% | -$42K | 1.2% | 39 |
|
|
2014
Q4 | $6.48M | Sell |
42,252
-14,126
| -25% | -$2.25M | 1.16% | 41 |
|
|
2014
Q3 | $10.2M | Sell |
56,378
-471
| -0.8% | -$85.8K | 1.98% | 21 |
|
|
2014
Q2 | $9.85M | Sell |
56,849
-497
| -0.9% | -$89.5K | 1.91% | 20 |
|
|
2014
Q1 | $10.6M | Buy |
57,346
+2,451
| +4% | +$432K | 2.19% | 10 |
|
|
2013
Q4 | $9.84M | Buy |
54,895
+11,851
| +28% | +$2.04M | 2.03% | 12 |
|
|
2013
Q3 | $7.62M | Sell |
43,044
-424
| -1% | -$77.1K | 1.76% | 24 |
|
|
2013
Q2 | $7.94M | Buy |
+43,468
| New | +$8.47M | 1.88% | 18 |
|
Other funds holding IBM
Taurus Asset Management's IBM Position: Q4 2020 in Review
Taurus Asset Management sold out of IBM (IBM) in Q4 2020, closing a stake of 2,067 shares — an estimated $240K sold.
Taurus Asset Management first reported a position in IBM in Q2 2013 and held it in 30 quarters. The position peaked at $10.6M in Q1 2014. 2,135 funds tracked by Wall St. Rank hold IBM as of Q4 2020.
- Taurus Asset Management reported no remaining IBM position as of Q4 2020 after selling out during the quarter.
- Taurus Asset Management sold 2,067 IBM shares in Q4 2020, an estimated $240K.
- Taurus Asset Management first reported a position in IBM in Q2 2013 and held it in 30 quarters.
- Taurus Asset Management's IBM position peaked at $10.6M in Q1 2014.
- 2,135 funds tracked by Wall St. Rank held IBM as of Q4 2020.
Based on Taurus Asset Management's 13F filing for Q4 2020, filed 9 Feb 2021.