Wintrust Investments’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $38K | Sell |
175
-30
| -15% | -$6.68K | 0.03% | 296 |
|
|
2024
Q3 | $45K | Sell |
205
-1,973
| -91% | -$387K | 0.03% | 331 |
|
|
2024
Q2 | $377K | Buy |
2,178
+125
| +6% | +$21.7K | 0.03% | 339 |
|
|
2024
Q1 | $392K | Sell |
2,053
-40
| -2% | -$7.3K | 0.03% | 327 |
|
|
2023
Q4 | $342K | Buy |
+2,093
| New | +$316K | 0.03% | 334 |
|
|
2023
Q3 | – | Sell |
-1,594
| Closed | -$213K | – | 420 |
|
|
2023
Q2 | $213K | Sell |
1,594
-287
| -15% | -$37K | 0.02% | 397 |
|
|
2023
Q1 | $247K | Sell |
1,881
-292
| -13% | -$39.1K | 0.03% | 298 |
|
|
2022
Q4 | $306K | Buy |
2,173
+82
| +4% | +$11.3K | 0.04% | 288 |
|
|
2022
Q3 | $248K | Sell |
2,091
-323
| -13% | -$42.4K | 0.03% | 338 |
|
|
2022
Q2 | $341K | Buy |
+2,414
| New | +$326K | 0.04% | 284 |
|
|
2022
Q1 | – | Sell |
-2,182
| Closed | -$292K | – | 421 |
|
|
2021
Q4 | $292K | Buy |
+2,182
| New | +$274K | 0.03% | 340 |
|
|
2021
Q3 | – | Sell |
-2,110
| Closed | -$296K | – | 340 |
|
|
2021
Q2 | $296K | Buy |
2,110
+390
| +23% | +$53.3K | 0.03% | 343 |
|
|
2021
Q1 | $219K | Buy |
+1,720
| New | +$206K | 0.02% | 378 |
|
|
2020
Q4 | – | Sell |
-3,236
| Closed | -$376K | – | 261 |
|
|
2020
Q3 | $376K | Buy |
3,236
+1,204
| +59% | +$142K | 0.05% | 238 |
|
|
2020
Q2 | $235K | Sell |
2,032
-92
| -4% | -$10.7K | 0.03% | 306 |
|
|
2020
Q1 | $225K | Buy |
+2,124
| New | +$269K | 0.04% | 283 |
|
|
2019
Q4 | – | Sell |
-3,252
| Closed | -$464K | – | 362 |
|
|
2019
Q3 | $464K | Buy |
3,252
+295
| +10% | +$39.8K | 0.07% | 215 |
|
|
2019
Q2 | $390K | Sell |
2,957
-11,166
| -79% | -$1.47M | 0.06% | 241 |
|
|
2019
Q1 | $2.16M | Sell |
14,123
-2,222
| -14% | -$283K | 0.35% | 57 |
|
|
2018
Q4 | $2.39M | Buy |
16,345
+508
| +3% | +$61K | 0.45% | 44 |
|
|
2018
Q3 | $2.29M | Sell |
15,837
-7,104
| -31% | -$993K | 0.37% | 49 |
|
|
2018
Q2 | $3.29M | Buy |
22,941
+16,992
| +286% | +$2.37M | 0.57% | 32 |
|
|
2018
Q1 | $949K | Sell |
5,949
-2,425
| -29% | -$367K | 0.24% | 86 |
|
|
2017
Q4 | $1.23M | Buy |
8,374
+971
| +13% | +$141K | 0.29% | 81 |
|
|
2017
Q3 | $1.03M | Sell |
7,403
-52
| -0.7% | -$7.24K | 0.26% | 88 |
|
|
2017
Q2 | $1.1M | Sell |
7,455
-150
| -2% | -$22.6K | 0.29% | 83 |
|
|
2017
Q1 | $1.27M | Buy |
7,605
+6,087
| +401% | +$1.02M | 0.36% | 66 |
|
|
2016
Q4 | $241K | Sell |
1,518
-1,736
| -53% | -$264K | 0.1% | 182 |
|
|
2016
Q3 | $458K | Buy |
3,254
+325
| +11% | +$49.3K | 0.21% | 96 |
|
|
2016
Q2 | $10K | Buy |
+2,929
| New | +$419K | 0.02% | 157 |
|
Other funds holding IBM
Wintrust Investments's IBM Position: Q4 2024 in Review
Wintrust Investments reduced its IBM (IBM) stake by 15% in Q4 2024, selling an estimated $6.68K and leaving 175 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #296.
Wintrust Investments first reported a position in IBM in Q2 2016 and has held it in 30 quarters since. The position peaked at $3.29M in Q2 2018. 3,139 funds tracked by Wall St. Rank hold IBM as of Q4 2024.
- Wintrust Investments held 175 shares of IBM worth $38K as of Q4 2024.
- Wintrust Investments sold 30 IBM shares in Q4 2024, an estimated $6.68K.
- IBM made up 0.03% of Wintrust Investments's portfolio in Q4 2024, its #296 holding.
- Wintrust Investments first reported a position in IBM in Q2 2016 and has held it in 30 quarters since.
- Wintrust Investments's IBM position peaked at $3.29M in Q2 2018.
- 3,139 funds tracked by Wall St. Rank held IBM as of Q4 2024.
Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.