A detailed history of Balboa Wealth Partners transactions in International Business Machines Corp stock. As of the latest transaction made, Balboa Wealth Partners holds 2,430 shares of IBM stock, worth $542,764. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,430
Previous 1,520 59.87%
Holding current value
$542,764
Previous $262,000 104.96%
% of portfolio
0.14%
Previous 0.07%

Shares

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

Nov 06, 2024

BUY
$175.1 - $223.38 $159,341 - $203,275
910 Added 59.87%
2,430 $537,000
Q2 2024

Aug 13, 2024

BUY
$164.43 - $190.9 $5,097 - $5,917
31 Added 2.08%
1,520 $262,000
Q1 2024

May 13, 2024

BUY
$159.16 - $197.78 $40,426 - $50,236
254 Added 20.57%
1,489 $284,000
Q4 2023

Feb 09, 2024

SELL
$136.38 - $164.71 $112,786 - $136,215
-827 Reduced 40.11%
1,235 $201,000
Q3 2023

Oct 23, 2023

SELL
$132.08 - $149.83 $13,868 - $15,732
-105 Reduced 4.85%
2,062 $289,000
Q2 2023

Aug 08, 2023

BUY
$120.9 - $138.4 $45,942 - $52,592
380 Added 21.26%
2,167 $289,000
Q1 2023

May 11, 2023

BUY
$123.28 - $145.87 $1,479 - $1,750
12 Added 0.68%
1,787 $234,000
Q4 2022

Feb 14, 2023

SELL
$117.75 - $150.62 $141,535 - $181,045
-1,202 Reduced 40.38%
1,775 $250,000
Q3 2022

Jan 04, 2023

BUY
$118.81 - $141.12 $353,697 - $420,114
2,977 New
2,977 $354,000

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
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