Skip to main content

BDO Wealth Advisors, LLC

SEC CIK
0001713458
Latest filing
Aug 1, 2023

IBM holding history

International Business Machines Corp in every 13F filed by BDO 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)
24,976
Value
$3.34M
% of portfolio
0.4%
Quarters held
10
Since Q1 2021
Holdings of IBM by BDO Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202324,976$3.34M0.4%+129+0.5%AddedHolders
Q1 202324,847$3.26M0.4%−3,062−11.0%ReducedHolders
Q4 202227,909$3.93M0.5%+716+2.6%AddedHolders
Q3 202227,193$3.23M0.4%+904+3.4%AddedHolders
Q2 202226,289$3.71M0.5%+179+0.7%AddedHolders
Q1 202226,110$3.40M0.4%+1,044+4.2%AddedHolders
Q4 202125,066$3.35M0.4%+726+3.0%AddedHolders
Q3 202124,340$3.38M0.4%−561−2.3%ReducedHolders
Q2 202124,901$3.65M0.4%−424−1.7%ReducedHolders
Q1 202125,325$3.38M0.4%––Holders

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