Ownership history in 44 WEALTH MANAGEMENT LLC · 17 quarters on record
This page tracks every 13F SEC filing in which 44 WEALTH MANAGEMENT LLC reported a position in INTERNATIONAL BUSINESS MACHS (IBM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 13,799 | +364 | +2.7% | 1.37% | $4.1M | $294.53 |
| 2025 Q3 | ADDED | 13,435 | +8,001 | +147.2% | 1.29% | $3.8M | $279.02 |
| 2025 Q2 | REDUCED | 5,434 | -435 | -7.4% | 0.57% | $1.6M | $289.54 |
| 2025 Q1 | ADDED | 5,869 | +772 | +15.1% | 0.55% | $1.5M | $242.63 |
| 2024 Q4 | REDUCED | 5,097 | -37 | -0.7% | 0.43% | $1.1M | $213.08 |
| 2024 Q3 | ADDED | 5,134 | +2,132 | +71.0% | 0.42% | $1.2M | $212.61 |
| 2023 Q2 | ADDED | 3,002 | +35 | +1.2% | 0.14% | $402K | $122.36 |
| 2023 Q1 | REDUCED | 2,967 | -764 | -20.5% | 0.13% | $389K | $118.26 |
| 2022 Q4 | ADDED | 3,731 | +831 | +28.7% | 0.18% | $526K | $125.56 |
| 2022 Q3 | REDUCED | 2,900 | -125 | -4.1% | 0.14% | $345K | $104.64 |
As of 2025 Q4 — sorted by position size