A detailed history of Avantax Advisory Services, Inc. transactions in International Business Machines Corp stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 55,061 shares of IBM stock, worth $9.68 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
55,061
Previous 50,957 8.05%
Holding current value
$9.68 Million
Previous $8.33 Million 26.16%
% of portfolio
0.09%
Previous 0.08%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$159.16 - $197.78 $653,192 - $811,689
4,104 Added 8.05%
55,061 $10.5 Million
Q4 2023

Feb 07, 2024

BUY
$136.38 - $164.71 $372,999 - $450,481
2,735 Added 5.67%
50,957 $8.33 Million
Q3 2023

Nov 07, 2023

SELL
$132.08 - $149.83 $61,285 - $69,521
-464 Reduced 0.95%
48,222 $6.77 Million
Q2 2023

Aug 11, 2023

SELL
$120.9 - $138.4 $127,912 - $146,427
-1,058 Reduced 2.13%
48,686 $6.51 Million
Q1 2023

Apr 28, 2023

BUY
$123.28 - $145.87 $870,973 - $1.03 Million
7,065 Added 16.55%
49,744 $6.52 Million
Q4 2022

Feb 13, 2023

BUY
$117.75 - $150.62 $366,202 - $468,428
3,110 Added 7.86%
42,679 $6.01 Million
Q3 2022

Nov 01, 2022

BUY
$118.81 - $141.12 $370,093 - $439,588
3,115 Added 8.55%
39,569 $4.7 Million
Q2 2022

Aug 02, 2022

BUY
$125.98 - $142.88 $145,254 - $164,740
1,153 Added 3.27%
36,454 $5.15 Million
Q1 2022

Apr 27, 2022

BUY
$121.35 - $138.22 $127,660 - $145,407
1,052 Added 3.07%
35,301 $4.59 Million
Q4 2021

Jan 24, 2022

BUY
$115.81 - $138.25 $358,316 - $427,745
3,094 Added 9.93%
34,249 $4.58 Million
Q3 2021

Oct 21, 2021

SELL
$127.12 - $140.38 $155,467 - $171,684
-1,223 Reduced 3.78%
31,155 $4.32 Million
Q2 2021

Jul 29, 2021

BUY
$125.41 - $144.63 $793,970 - $915,652
6,331 Added 24.31%
32,378 $4.75 Million
Q1 2021

May 13, 2021

BUY
$113.37 - $130.38 $332,740 - $382,665
2,935 Added 12.7%
26,047 $3.47 Million
Q4 2020

Jan 22, 2021

SELL
$101.96 - $125.71 $2.87 Million - $3.54 Million
-28,123 Reduced 54.89%
23,112 $2.91 Million
Q3 2020

Oct 14, 2020

BUY
$110.62 - $123.01 $3.16 Million - $3.51 Million
28,525 Added 125.61%
51,235 $6.23 Million
Q2 2020

Aug 06, 2020

SELL
$100.52 - $129.78 $708,062 - $914,170
-7,044 Reduced 23.67%
22,710 $2.74 Million
Q1 2020

Apr 30, 2020

BUY
$90.6 - $149.87 $151,845 - $251,182
1,676 Added 5.97%
29,754 $3.31 Million
Q4 2019

Feb 14, 2020

BUY
$126.11 - $137.34 $1.24 Million - $1.35 Million
9,846 Added 54.0%
28,078 $3.76 Million
Q3 2019

Nov 08, 2019

BUY
$123.87 - $144.7 $828,442 - $967,753
6,688 Added 57.93%
18,232 $2.65 Million
Q2 2019

Aug 06, 2019

BUY
$121.41 - $138.76 $153,219 - $175,115
1,262 Added 12.27%
11,544 $1.59 Million
Q1 2019

May 13, 2019

BUY
$107.94 - $135.22 $144,315 - $180,789
1,337 Added 14.95%
10,282 $1.45 Million
Q4 2018

Feb 13, 2019

BUY
$102.84 - $146.99 $919,903 - $1.31 Million
8,945 New
8,945 $1.02 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 $158B
  • 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
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