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Compass Financial Advisors LLC

SEC CIK
0001913221
Latest filing
Nov 13, 2023

IBM holding history

International Business Machines Corp in every 13F filed by Compass Financial 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 Q3 2023 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2021
Holdings of IBM by Compass Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−1,978−100.0%Sold outHolders
Q1 20231,978$259.3K0.3%−26−1.3%ReducedHolders
Q4 20222,004$282.3K0.4%+81+4.2%AddedHolders
Q3 20221,923$228.0K0.3%00.0%UnchangedHolders
Q2 20221,923$272.0K0.4%−25−1.3%ReducedHolders
Q1 20221,948$253.0K0.3%+258+15.3%AddedHolders
Q4 20211,690$226.0K0.2%–No prior filingHolders