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Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

IBM holding history

International Business Machines Corp in every 13F filed by Intercontinental Wealth Advisors, 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 Q2 2023 holdings

Shares (Q2 2023)
4,990
Value
$667.7K
% of portfolio
0.2%
Quarters held
10
Since Q1 2021
Holdings of IBM by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20234,990$667.7K0.2%−101−2.0%ReducedHolders
Q1 20235,091$667.4K0.2%−686−11.9%ReducedHolders
Q4 20225,777$813.9K0.2%+163+2.9%AddedHolders
Q3 20225,614$667.0K0.2%−777−12.2%ReducedHolders
Q2 20226,391$902.0K0.2%−62−1.0%ReducedHolders
Q1 20226,453$839.0K0.2%+2,065+47.1%AddedHolders
Q4 20214,388$587.0K0.1%00.0%UnchangedHolders
Q3 20214,388$610.0K0.1%−304−6.5%ReducedHolders
Q2 20214,692$688.0K0.1%−421−8.2%ReducedHolders
Q1 20215,113$681.0K0.1%––Holders

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