A detailed history of Beacon Financial Advisory LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 5,380 shares of IBM stock, worth $1.2 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
5,380
Previous 1,164 362.2%
Holding current value
$1.2 Million
Previous $222,000 318.92%
% of portfolio
0.37%
Previous 0.12%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$164.43 - $190.9 $693,236 - $804,834
4,216 Added 362.2%
5,380 $930,000
Q1 2024

May 01, 2024

SELL
$159.16 - $197.78 $786,568 - $977,428
-4,942 Reduced 80.94%
1,164 $222,000
Q4 2023

Jan 23, 2024

BUY
$136.38 - $164.71 $1,363 - $1,647
10 Added 0.16%
6,106 $998,000
Q3 2023

Oct 25, 2023

BUY
$132.08 - $149.83 $29,453 - $33,412
223 Added 3.8%
6,096 $855,000
Q2 2023

Jul 17, 2023

BUY
$120.9 - $138.4 $44,370 - $50,792
367 Added 6.67%
5,873 $785,000
Q1 2023

Apr 18, 2023

BUY
$123.28 - $145.87 $25,888 - $30,632
210 Added 3.97%
5,506 $721,000
Q4 2022

Jan 20, 2023

BUY
$117.75 - $150.62 $12,834 - $16,417
109 Added 2.1%
5,296 $0
Q3 2022

Oct 21, 2022

SELL
$118.81 - $141.12 $80,077 - $95,114
-674 Reduced 11.5%
5,187 $616,000
Q2 2022

Jul 25, 2022

BUY
$125.98 - $142.88 $10,456 - $11,859
83 Added 1.44%
5,861 $827,000
Q1 2022

Apr 27, 2022

BUY
$121.35 - $138.22 $86,279 - $98,274
711 Added 14.03%
5,778 $751,000
Q4 2021

Jan 21, 2022

SELL
$115.81 - $138.25 $11,696 - $13,963
-101 Reduced 1.95%
5,067 $677,000
Q3 2021

Nov 15, 2021

BUY
$127.12 - $140.38 $4,830 - $5,334
38 Added 0.74%
5,168 $718,000
Q2 2021

Jul 14, 2021

SELL
$125.41 - $144.63 $23,200 - $26,756
-185 Reduced 3.48%
5,130 $752,000
Q1 2021

Apr 20, 2021

BUY
$113.37 - $130.38 $94,890 - $109,128
837 Added 18.69%
5,315 $708,000
Q4 2020

Jan 25, 2021

SELL
$101.96 - $125.71 $8,768 - $10,811
-86 Reduced 1.88%
4,478 $563,000
Q3 2020

Oct 08, 2020

BUY
$110.62 - $123.01 $209,624 - $233,103
1,895 Added 71.0%
4,564 $555,000
Q2 2020

Jul 07, 2020

SELL
$100.52 - $129.78 $9,649 - $12,458
-96 Reduced 3.47%
2,669 $322,000
Q1 2020

Apr 15, 2020

BUY
$90.6 - $149.87 $250,508 - $414,390
2,765 New
2,765 $306,000

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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