International Business Machines shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in International Business Machines
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Quarterly reported holdings in International Business Machines by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $763k | 3.5k | 221.08 |
| 2024-06-30 | $426k | 2.5k | 172.95 |
| 2024-03-31 | $468k | 2.4k | 190.96 |
| 2023-12-31 | $394k | 2.4k | 163.55 |
| 2023-09-30 | $298k | 2.1k | 140.30 |
| 2023-06-30 | $284k | 2.1k | 133.81 |
| 2023-03-31 | $287k | 2.2k | 131.09 |
| 2022-12-31 | $297k | 2.1k | 140.89 |
| 2022-09-30 | $250k | 2.1k | 118.65 |
| 2022-06-30 | $297k | 2.1k | 140.96 |
| 2022-03-31 | $274k | 2.1k | 130.04 |
| 2021-12-31 | $282k | 2.1k | 133.84 |
| 2021-09-30 | $293k | 2.1k | 139.06 |
| 2021-06-30 | $309k | 2.1k | 146.65 |
| 2021-03-31 | $281k | 2.1k | 133.37 |
| 2020-12-31 | $265k | 2.1k | 125.77 |
| 2020-09-30 | $256k | 2.1k | 121.50 |
| 2020-06-30 | $254k | 2.1k | 120.55 |
| 2020-03-31 | $234k | 2.1k | 111.06 |
| 2019-12-31 | $282k | 2.1k | 133.84 |
| 2019-09-30 | $306k | 2.1k | 145.23 |
| 2019-06-30 | $291k | 2.1k | 138.11 |
| 2019-03-31 | $297k | 2.1k | 140.96 |
| 2018-12-31 | $240k | 2.1k | 113.91 |
| 2018-09-30 | $319k | 2.1k | 151.40 |
| 2018-03-31 | $334k | 2.2k | 153.42 |
| 2017-12-31 | $334k | 2.2k | 153.42 |
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