A detailed history of Wealth Plan Investment Management, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 46,098 shares of IBM stock, worth $10.3 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
46,098
Previous 41,021 12.38%
Holding current value
$10.3 Million
Previous $7.09 Million 43.66%
% of portfolio
1.1%
Previous 1.16%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$175.1 - $223.38 $888,982 - $1.13 Million
5,077 Added 12.38%
46,098 $10.2 Million
Q2 2024

Aug 09, 2024

SELL
$164.43 - $190.9 $221,487 - $257,142
-1,347 Reduced 3.18%
41,021 $7.09 Million
Q1 2024

May 16, 2024

SELL
$159.16 - $197.78 $1.35 Million - $1.68 Million
-8,490 Reduced 16.69%
42,368 $8.09 Million
Q4 2023

Jan 05, 2024

BUY
$136.38 - $164.71 $450,872 - $544,531
3,306 Added 6.95%
50,858 $8.32 Million
Q3 2023

Nov 15, 2023

BUY
$132.08 - $149.83 $446,430 - $506,425
3,380 Added 7.65%
47,552 $6.67 Million
Q3 2023

Nov 09, 2023

BUY
$132.08 - $149.83 $2.63 Million - $2.98 Million
19,915 Added 82.1%
44,172 $6.2 Million
Q2 2023

Aug 14, 2023

BUY
$120.9 - $138.4 $2.93 Million - $3.35 Million
24,237 Added 121185.0%
24,257 $3.25 Million
Q2 2023

Jul 25, 2023

SELL
$120.9 - $138.4 $180,261 - $206,354
-1,491 Reduced 98.68%
20 $2,000
Q1 2023

May 08, 2023

SELL
$123.28 - $145.87 $369,100 - $436,734
-2,994 Reduced 66.46%
1,511 $198,000
Q4 2022

Feb 15, 2023

BUY
$117.75 - $150.62 $38,033 - $48,650
323 Added 7.72%
4,505 $634,000
Q3 2022

Dec 12, 2022

SELL
$118.81 - $141.12 $9,148 - $10,866
-77 Reduced 1.81%
4,182 $616,000
Q1 2022

Sep 07, 2022

BUY
$121.35 - $138.22 $516,829 - $588,678
4,259 New
4,259 $563,000

Others Institutions Holding IBM

About INTERNATIONAL BUSINESS MACHINES CORP


  • Ticker IBM
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 896,320,000
  • Market Cap $200B
  • 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...
More about IBM
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.