International Business Machines shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in International Business Machines
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Quarterly reported holdings in International Business Machines by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $321k | 1.5k | 221.15 |
| 2024-06-30 | $265k | 1.5k | 172.97 |
| 2024-03-31 | $315k | 1.6k | 190.98 |
| 2023-12-31 | $217k | 1.3k | 163.50 |
| 2021-09-30 | $205k | 1.5k | 138.89 |
| 2021-06-30 | $280k | 1.9k | 146.83 |
| 2021-03-31 | $262k | 2.0k | 133.40 |
| 2020-12-31 | $238k | 1.9k | 125.86 |
| 2020-09-30 | $229k | 1.9k | 121.42 |
| 2020-06-30 | $227k | 1.9k | 120.68 |
| 2020-03-31 | $208k | 1.9k | 110.87 |
| 2019-12-31 | $251k | 1.9k | 134.08 |
| 2019-09-30 | $344k | 2.4k | 145.33 |
| 2019-06-30 | $326k | 2.4k | 137.90 |
| 2019-03-31 | $333k | 2.4k | 141.16 |
| 2018-12-31 | $621k | 5.5k | 113.76 |
| 2018-09-30 | $1.1M | 7.1k | 151.19 |
| 2018-06-30 | $955k | 6.8k | 139.76 |
| 2018-03-31 | $1.0M | 6.8k | 153.44 |
| 2017-12-31 | $1.0M | 6.8k | 153.37 |
| 2017-09-30 | $991k | 6.8k | 145.03 |
| 2017-06-30 | $1.1M | 6.8k | 153.88 |
| 2017-03-31 | $1.1M | 6.3k | 174.15 |
| 2016-12-31 | $1.1M | 6.5k | 165.95 |
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