Strategic Financial Concepts, LLC International Business Machines Corp Transaction History

Strategic Financial Concepts, LLC

$711 Billion
Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 3,391 shares of IBM stock, worth $796,105. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,391

Previous 9,375 63.83%

Holding current value

$796,105

Previous $2.33 Billion 57.12%

% of portfolio

0.14%

Previous 0.44%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$221.03 - $294.78 $1.32 Million - $1.76 Million	-5,984 Reduced 63.83%	3,391 $1 Billion
Q1 2025 Apr 28, 2025	BUY	$217.4 - $264.74 $1.22 Million - $1.49 Million	5,632 Added 150.47%	9,375 $2.33 Billion
Q4 2024 Jan 30, 2025	SELL	$204.9 - $238.04 $142 Million - $165 Million	-693,439 Reduced 99.46%	3,743 $823 Million
Q4 2024 Jan 27, 2025	BUY	$204.9 - $238.04 $142 Million - $165 Million	694,204 Added 23311.08%	697,182 $823 Million
Q3 2024 Nov 12, 2024	SELL	$175.1 - $223.38 $82.2 Million - $105 Million	-469,404 Reduced 99.37%	2,978 $658 Million
Q2 2024 Aug 06, 2024	BUY	$164.43 - $190.9 $77 Million - $89.4 Million	468,567 Added 12282.23%	472,382 $106 Million
Q1 2024 Apr 22, 2024	BUY	$159.16 - $197.78 $607,195 - $754,530	3,815 New	3,815 $729 Million
Q3 2023 Nov 07, 2023	BUY	$132.08 - $149.83 $192,308 - $218,152	1,456 Added 77.12%	3,344 $469 Million
Q2 2023 Sep 06, 2023	BUY	$120.9 - $138.4 $7,495 - $8,580	62 Added 3.4%	1,888 $253 Million
Q1 2023 Sep 06, 2023	BUY	$123.28 - $145.87 $225,109 - $266,358	1,826 New	1,826 $239 Million

Others Institutions Holding IBM

# of Institutions

3,816

Shares Held

586M

Call Options Held

12.7M

Put Options Held

11.7M

View Full List

About INTERNATIONAL BUSINESS MACHINES CORP

Ticker IBM
Exchange NYSE
Sector Technology
Industry Information Technology Services
Shares Outstandng 896,320,000
Market Cap $210B
Description
International Business Machines Corporation provides integrated solutions and services worldwide. The company operates through four business segments: Software, Consulting, Infrastructure, and Financing. The Software segment offers hybrid cloud platform and software solutions, such as Red Hat, an enterprise open-source solutions; software for bu...

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Strategic Financial Concepts, LLC International Business Machines Corp Transaction History