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Traverso Chambers Private Wealth Management’s IBM IBM Stock Holding History

Traverso Chambers Private Wealth Management’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
Q4 		$1.29M Sell
7,914
-87
-1% -$13.1K 0.31% 44
2023
Q3 		$1.12M Buy
8,001
+159
+2% +$22.6K 0.3% 43
2023
Q2 		$1.05M Sell
7,842
-302
-4% -$39K 0.28% 48
2023
Q1 		$1.07M Buy
8,144
+20
+0.2% +$2.68K 0.29% 45
2022
Q4 		$1.14M Buy
8,124
+169
+2% +$23.3K 0.33% 42
2022
Q3 		$945K Buy
7,955
+268
+3% +$35.2K 0.29% 48
2022
Q2 		$1.08M Buy
7,687
+636
+9% +$85.8K 0.36% 40
2022
Q1 		$917K Buy
7,051
+77
+1% +$10K 0.27% 49
2021
Q4 		$932K Buy
6,974
+155
+2% +$19.4K 0.28% 48
2021
Q3 		$906K Buy
6,819
+178
+3% +$23.8K 0.28% 48
2021
Q2 		$931K Buy
6,641
+584
+10% +$79.9K 0.29% 44
2021
Q1 		$772K Buy
6,057
+239
+4% +$28.6K 0.26% 51
2020
Q4 		$700K Buy
5,818
+719
+14% +$83.1K 0.25% 54
2020
Q3 		$593K Buy
5,099
+1,172
+30% +$138K 0.23% 53
2020
Q2 		$453K Buy
3,927
+421
+12% +$48.9K 0.19% 58
2020
Q1 		$372K Hold
3,506
– – 0.18% 63
2019
Q4 		$449K Sell
3,506
-111
-3% -$14.4K 0.19% 58
2019
Q3 		$503K Hold
3,617
– – 0.24% 57
2019
Q2 		$485K Sell
3,617
-136
-4% -$17.9K 0.24% 53
2019
Q1 		$506K Hold
3,753
– – 0.25% 53
2018
Q4 		$408K Buy
+3,753
New +$450K 0.22% 58

Other funds holding IBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Traverso Chambers Private Wealth Management's IBM Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its IBM (IBM) stake by 1.1% in Q4 2023, selling an estimated $13.1K and leaving 7,914 shares worth $1.29M. The position accounts for 0.31% of the portfolio, ranked #44.

Traverso Chambers Private Wealth Management first reported a position in IBM in Q4 2018 and has held it in 21 quarters since. 2,678 funds tracked by Wall St. Rank hold IBM as of Q4 2023.

  • Traverso Chambers Private Wealth Management held 7,914 shares of IBM worth $1.29M as of Q4 2023.
  • Traverso Chambers Private Wealth Management sold 87 IBM shares in Q4 2023, an estimated $13.1K.
  • IBM made up 0.31% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #44 holding.
  • Traverso Chambers Private Wealth Management first reported a position in IBM in Q4 2018 and has held it in 21 quarters since.
  • 2,678 funds tracked by Wall St. Rank held IBM as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.