Tempus Wealth Planning’s IBM IBM Stock Holding History

Tempus Wealth Planning’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 Q1	–	Sell	-1,694	Closed	-$277K	–	199
2023 Q4	$277K	Sell	1,694 -78	-4%	-$11.8K	0.12%	159
2023 Q3	$249K	Hold	1,772	–	–	0.12%	142
2023 Q2	$237K	Hold	1,772	–	–	0.11%	164
2023 Q1	$232K	Sell	1,772 -28	-2%	-$3.75K	0.11%	156
2022 Q4	$254K	Buy	1,800 +32	+2%	+$4.41K	0.15%	149
2022 Q3	$210K	Buy	1,768 +84	+5%	+$11K	0.14%	164
2022 Q2	$238K	Hold	1,684	–	–	0.2%	111
2022 Q1	$219K	Hold	1,684	–	–	0.16%	128
2021 Q4	$225K	Sell	1,684 -77	-4%	-$9.66K	0.12%	144
2021 Q3	$234K	Hold	1,761	–	–	0.13%	138
2021 Q2	$247K	Hold	1,761	–	–	0.16%	131
2021 Q1	$224K	Buy	1,761 +41	+2%	+$4.91K	0.24%	91
2020 Q4	$207K	Hold	1,720	–	–	0.27%	71
2020 Q3	$200K	Buy	+1,720	New	+$203K	0.29%	68
2020 Q1	–	Sell	-1,720	Closed	-$220K	–	66
2019 Q4	$220K	Buy	+1,720	New	+$224K	0.19%	72

Other funds holding IBM

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

BlackRock New York $5.7T 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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return