Ownership history in WEALTH EFFECTS LLC · 17 quarters on record
This page tracks every 13F SEC filing in which WEALTH EFFECTS 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 | REDUCED | 11,870 | -1,672 | -12.3% | 1.10% | $3.5M | $294.53 |
| 2025 Q3 | ADDED | 13,542 | +865 | +6.8% | 1.23% | $3.8M | $279.02 |
| 2025 Q2 | ADDED | 12,677 | +985 | +8.4% | 1.40% | $3.7M | $289.54 |
| 2025 Q1 | REDUCED | 11,692 | -1,550 | -11.7% | 1.22% | $2.9M | $242.63 |
| 2024 Q4 | REDUCED | 13,242 | -1,469 | -10.0% | 1.03% | $2.9M | $213.08 |
| 2024 Q3 | ADDED | 14,711 | +700 | +5.0% | 1.14% | $3.3M | $212.61 |
| 2024 Q2 | REDUCED | 14,011 | -135 | -1.0% | 0.88% | $2.4M | $164.89 |
| 2024 Q1 | ADDED | 14,146 | +1,954 | +16.0% | 1.00% | $2.7M | $180.27 |
| 2023 Q4 | ADDED | 12,192 | +3,065 | +33.6% | 0.75% | $2.0M | $153.00 |
| 2023 Q3 | REDUCED | 9,127 | -1,071 | -10.5% | 0.63% | $1.3M | $129.77 |
As of 2025 Q4 — sorted by position size