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Domani Wealth, LLC

SEC CIK
0001634553
Latest filing
Apr 19, 2023

IBM holding history

International Business Machines Corp in every 13F filed by Domani Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IBM overviewAll 13F holders of IBMFull Q1 2023 holdings

Shares (Q1 2023)
2,490
Value
$326.4K
% of portfolio
0.1%
Quarters held
9
Since Q1 2021
Holdings of IBM by Domani Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20232,490$326.4K0.1%−300−10.8%ReducedHolders
Q4 20222,790$393.0K0.1%+313+12.6%AddedHolders
Q3 20222,477$294.0K0.1%00.0%UnchangedHolders
Q2 20222,477$350.0K0.1%+3+0.1%AddedHolders
Q1 20222,474$322.0K0.1%+201+8.8%AddedHolders
Q4 20212,273$304.0K0.1%+66+3.0%AddedHolders
Q3 20212,207$307.0K0.1%+10.0%AddedHolders
Q2 20212,206$323.0K0.1%−276−11.1%ReducedHolders
Q1 20212,482$331.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.