A detailed history of Advocate Group LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Advocate Group LLC holds 65,603 shares of IBM stock, worth $14.6 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares
65,603
Previous 65,079 0.81%
Holding current value
$14.6 Million
Previous $11.3 Million 28.86%
% of portfolio
2.63%
Previous 2.27%

Shares

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

Oct 08, 2024

BUY
$175.1 - $223.38 $91,752 - $117,051
524 Added 0.81%
65,603 $14.5 Million
Q2 2024

Jul 10, 2024

SELL
$164.43 - $190.9 $242,698 - $281,768
-1,476 Reduced 2.22%
65,079 $11.3 Million
Q1 2024

Apr 25, 2024

SELL
$159.16 - $197.78 $630,273 - $783,208
-3,960 Reduced 5.62%
66,555 $12.7 Million
Q4 2023

Jan 19, 2024

SELL
$136.38 - $164.71 $72,281 - $87,296
-530 Reduced 0.75%
70,515 $11.5 Million
Q3 2023

Oct 17, 2023

BUY
$132.08 - $149.83 $76,738 - $87,051
581 Added 0.82%
71,045 $9.97 Million
Q2 2023

Jul 20, 2023

BUY
$120.9 - $138.4 $161,280 - $184,625
1,334 Added 1.93%
70,464 $9.43 Million
Q1 2023

Apr 19, 2023

BUY
$123.28 - $145.87 $35,381 - $41,864
287 Added 0.42%
69,130 $9.06 Million
Q4 2022

Jan 18, 2023

BUY
$117.75 - $150.62 $812,475 - $1.04 Million
6,900 Added 11.14%
68,843 $0
Q3 2022

Oct 19, 2022

BUY
$118.81 - $141.12 $483,319 - $574,076
4,068 Added 7.03%
61,943 $7.36 Million
Q2 2022

Jul 27, 2022

BUY
$125.98 - $142.88 $7.29 Million - $8.27 Million
57,875 New
57,875 $8.17 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 Advocate Group LLC Portfolio

Follow Advocate Group 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 Advocate Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advocate Group LLC with notifications on news.