WealthSource Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $574K | Sell |
3,507
-435
| -11% | -$65.7K | 0.04% | 291 |
|
|
2023
Q3 | $553K | Buy |
3,942
+271
| +7% | +$38.6K | 0.04% | 288 |
|
|
2023
Q2 | $491K | Sell |
3,671
-126
| -3% | -$16.3K | 0.03% | 320 |
|
|
2023
Q1 | $498K | Sell |
3,797
-523
| -12% | -$70K | 0.03% | 304 |
|
|
2022
Q4 | $609K | Sell |
4,320
-54
| -1% | -$7.45K | 0.04% | 269 |
|
|
2022
Q3 | $520K | Sell |
4,374
-266
| -6% | -$34.9K | 0.04% | 299 |
|
|
2022
Q2 | $655K | Sell |
4,640
-597
| -11% | -$80.6K | 0.05% | 257 |
|
|
2022
Q1 | $681K | Buy |
5,237
+152
| +3% | +$19.8K | 0.05% | 284 |
|
|
2021
Q4 | $680K | Buy |
5,085
+300
| +6% | +$37.6K | 0.05% | 259 |
|
|
2021
Q3 | $636K | Sell |
4,785
-366
| -7% | -$48.9K | 0.06% | 247 |
|
|
2021
Q2 | $722K | Sell |
5,151
-3,048
| -37% | -$417K | 0.06% | 214 |
|
|
2021
Q1 | $1.04M | Sell |
8,199
-200
| -2% | -$23.9K | 0.1% | 150 |
|
|
2020
Q4 | $1.01M | Buy |
8,399
+953
| +13% | +$110K | 0.12% | 121 |
|
|
2020
Q3 | $866K | Buy |
7,446
+4,088
| +122% | +$481K | 0.12% | 118 |
|
|
2020
Q2 | $388K | Buy |
3,358
+11
| +0.3% | +$1.28K | 0.06% | 210 |
|
|
2020
Q1 | $355K | Sell |
3,347
-1,405
| -30% | -$178K | 0.06% | 215 |
|
|
2019
Q4 | $609K | Sell |
4,752
-252
| -5% | -$32.8K | 0.08% | 196 |
|
|
2019
Q3 | $696K | Buy |
5,004
+238
| +5% | +$32.1K | 0.1% | 187 |
|
|
2019
Q2 | $628K | Buy |
4,766
+1,237
| +35% | +$163K | 0.1% | 197 |
|
|
2019
Q1 | $476K | Sell |
3,529
-216
| -6% | -$27.5K | 0.11% | 176 |
|
|
2018
Q4 | $407K | Sell |
3,745
-193
| -5% | -$23.2K | 0.12% | 176 |
|
|
2018
Q3 | $569K | Sell |
3,938
-3,129
| -44% | -$437K | 0.15% | 139 |
|
|
2018
Q2 | $944K | Buy |
7,067
+854
| +14% | +$119K | 0.26% | 89 |
|
|
2018
Q1 | $911K | Sell |
6,213
-1,669
| -21% | -$253K | 0.28% | 90 |
|
|
2017
Q4 | $1.16M | Sell |
7,882
-550
| -7% | -$80K | 0.36% | 66 |
|
|
2017
Q3 | $1.17M | Sell |
8,432
-476
| -5% | -$66.3K | 0.39% | 67 |
|
|
2017
Q2 | $1.31M | Sell |
8,908
-187
| -2% | -$28.2K | 0.45% | 61 |
|
|
2017
Q1 | $1.51M | Sell |
9,095
-364
| -4% | -$61K | 0.56% | 51 |
|
|
2016
Q4 | $1.5M | Buy |
9,459
+410
| +5% | +$62.5K | 0.63% | 40 |
|
|
2016
Q3 | $1.37M | Buy |
9,049
+4,215
| +87% | +$640K | 0.5% | 47 |
|
|
2016
Q2 | $701K | Sell |
4,834
-129
| -3% | -$18.5K | 0.26% | 79 |
|
|
2016
Q1 | $719K | Buy |
+4,963
| New | +$634K | 0.29% | 70 |
|
Other funds holding IBM
WealthSource Partners's IBM Position: Q4 2023 in Review
WealthSource Partners reduced its IBM (IBM) stake by 11% in Q4 2023, selling an estimated $65.7K and leaving 3,507 shares worth $574K. The position accounts for 0.04% of the portfolio, ranked #291.
WealthSource Partners first reported a position in IBM in Q1 2016 and has held it in 32 quarters since. The position peaked at $1.51M in Q1 2017. 2,679 funds tracked by Wall St. Rank hold IBM as of Q4 2023.
- WealthSource Partners held 3,507 shares of IBM worth $574K as of Q4 2023.
- WealthSource Partners sold 435 IBM shares in Q4 2023, an estimated $65.7K.
- IBM made up 0.04% of WealthSource Partners's portfolio in Q4 2023, its #291 holding.
- WealthSource Partners first reported a position in IBM in Q1 2016 and has held it in 32 quarters since.
- WealthSource Partners's IBM position peaked at $1.51M in Q1 2017.
- 2,679 funds tracked by Wall St. Rank held IBM as of Q4 2023.
Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.