A detailed history of Monument Group Wealth Advisors, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 1,759 shares of IBM stock, worth $392,204. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,759
Previous 1,810 2.82%
Holding current value
$392,204
Previous $313 Million 24.23%
% of portfolio
0.23%
Previous 0.21%

Shares

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

Oct 18, 2024

SELL
$175.1 - $223.38 $8,930 - $11,392
-51 Reduced 2.82%
1,759 $389 Million
Q1 2024

May 07, 2024

BUY
$159.16 - $197.78 $288,079 - $357,981
1,810 New
1,810 $346 Million

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 Monument Group Wealth Advisors, LLC Portfolio

Follow Monument Group Wealth Advisors, 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 Monument Group Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monument Group Wealth Advisors, LLC with notifications on news.