A detailed history of Avantax Planning Partners, Inc. transactions in International Business Machines Corp stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 42,249 shares of IBM stock, worth $8.66 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
42,249
Previous 55,148 23.39%
Holding current value
$8.66 Million
Previous $9.54 Million 2.07%
% of portfolio
0.34%
Previous 0.31%

Shares

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

Nov 13, 2024

SELL
$175.1 - $223.38 $2.26 Million - $2.88 Million
-12,899 Reduced 23.39%
42,249 $9.34 Million
Q2 2024

Aug 09, 2024

SELL
$164.43 - $190.9 $259,141 - $300,858
-1,576 Reduced 2.78%
55,148 $9.54 Million
Q1 2024

May 02, 2024

BUY
$159.16 - $197.78 $4.16 Million - $5.18 Million
26,168 Added 85.64%
56,724 $10.8 Million
Q4 2023

Feb 09, 2024

SELL
$136.38 - $164.71 $240,847 - $290,877
-1,766 Reduced 5.46%
30,556 $5 Million
Q3 2023

Nov 03, 2023

SELL
$132.08 - $149.83 $1.51 Million - $1.71 Million
-11,413 Reduced 26.1%
32,322 $4.53 Million
Q2 2023

Jul 17, 2023

BUY
$120.9 - $138.4 $33,126 - $37,921
274 Added 0.63%
43,735 $5.85 Million
Q1 2023

Apr 20, 2023

SELL
$123.28 - $145.87 $188,988 - $223,618
-1,533 Reduced 3.41%
43,461 $5.7 Million
Q4 2022

Feb 09, 2023

SELL
$117.75 - $150.62 $2,472 - $3,163
-21 Reduced 0.05%
44,994 $6.34 Million
Q3 2022

Oct 14, 2022

BUY
$118.81 - $141.12 $255,560 - $303,549
2,151 Added 5.02%
45,015 $5.35 Million
Q2 2022

Jul 18, 2022

BUY
$125.98 - $142.88 $846,837 - $960,439
6,722 Added 18.6%
42,864 $6.05 Million
Q1 2022

May 09, 2022

BUY
$121.35 - $138.22 $184,694 - $210,370
1,522 Added 4.4%
36,142 $4.7 Million
Q4 2021

Jan 28, 2022

BUY
$115.81 - $138.25 $272,500 - $325,302
2,353 Added 7.29%
34,620 $4.63 Million
Q3 2021

Oct 27, 2021

BUY
$127.12 - $140.38 $35,974 - $39,727
283 Added 0.88%
32,267 $4.48 Million
Q2 2021

Aug 10, 2021

BUY
$125.41 - $144.63 $1.4 Million - $1.61 Million
11,145 Added 53.48%
31,984 $4.69 Million
Q1 2021

May 06, 2021

BUY
$113.37 - $130.38 $348,726 - $401,048
3,076 Added 17.32%
20,839 $2.78 Million
Q4 2020

Feb 04, 2021

SELL
$101.96 - $125.71 $271,723 - $335,017
-2,665 Reduced 13.05%
17,763 $2.24 Million
Q3 2020

Oct 28, 2020

SELL
$110.62 - $123.01 $34,624 - $38,502
-313 Reduced 1.51%
20,428 $2.49 Million
Q2 2020

Jul 15, 2020

BUY
$100.52 - $129.78 $308,093 - $397,775
3,065 Added 17.34%
20,741 $2.51 Million
Q1 2020

Apr 27, 2020

BUY
$90.6 - $149.87 $390,123 - $645,340
4,306 Added 32.21%
17,676 $1.96 Million
Q4 2019

Jan 15, 2020

SELL
$126.11 - $137.34 $132,541 - $144,344
-1,051 Reduced 7.29%
13,370 $1.79 Million
Q3 2019

Nov 08, 2019

BUY
$123.87 - $144.7 $70,605 - $82,479
570 Added 4.12%
14,421 $2.1 Million
Q2 2019

Aug 07, 2019

BUY
$121.41 - $138.76 $331,692 - $379,092
2,732 Added 24.57%
13,851 $1.95 Million
Q1 2019

May 08, 2019

BUY
$107.94 - $135.22 $203,898 - $255,430
1,889 Added 20.47%
11,119 $1.57 Million
Q4 2018

Feb 14, 2019

SELL
$102.84 - $146.99 $216,169 - $308,972
-2,102 Reduced 18.55%
9,230 $1.05 Million
Q3 2018

Nov 13, 2018

BUY
$133.43 - $144.94 $45,366 - $49,279
340 Added 3.09%
11,332 $1.71 Million
Q2 2018

Aug 13, 2018

SELL
$131.43 - $153.83 $15,771 - $18,459
-120 Reduced 1.08%
10,992 $1.54 Million
Q1 2018

May 15, 2018

BUY
$141.1 - $161.68 $136,302 - $156,182
966 Added 9.52%
11,112 $1.71 Million
Q4 2017

Feb 09, 2018

SELL
$140.04 - $154.94 $567,722 - $628,126
-4,054 Reduced 28.55%
10,146 $1.56 Million
Q3 2017

Oct 19, 2017

BUY
$133.56 - $140.11 $1.9 Million - $1.99 Million
14,200
14,200 $2.06 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 $184B
  • 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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