Bernardo Wealth Planning LLC International Business Machines Corp Transaction History

Bernardo Wealth Planning LLC

$507 Million
Q3 2025

A detailed history of Bernardo Wealth Planning LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 1,283 shares of IBM stock, worth $381,269. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,283

Previous 1,273 0.79%

Holding current value

$381,269

Previous $375,000 3.47%

% of portfolio

0.07%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	BUY	$234.77 - $292.47 $2,347 - $2,924	10 Added 0.79%	1,283 $362,000
Q2 2025 Aug 13, 2025	BUY	$221.03 - $294.78 $10,167 - $13,559	46 Added 3.75%	1,273 $375,000
Q1 2025 Apr 22, 2025	BUY	$217.4 - $264.74 $7,826 - $9,530	36 Added 3.02%	1,227 $305,000
Q4 2024 Jan 16, 2025	BUY	$204.9 - $238.04 $5,737 - $6,665	28 Added 2.41%	1,191 $261,000
Q1 2024 May 07, 2024	BUY	$159.16 - $197.78 $185,103 - $230,018	1,163 New	1,163 $222,000

Q1 2021 Apr 23, 2021	SELL	$113.37 - $130.38 $240,344 - $276,405	-2,120 Closed	0 $0
Q4 2020 Feb 01, 2021	SELL	$101.96 - $125.71 $83,505 - $102,956	-819 Reduced 27.87%	2,120 $266,000
Q3 2020 Oct 23, 2020	BUY	$110.62 - $123.01 $22,013 - $24,478	199 Added 7.26%	2,939 $357,000
Q2 2020 Aug 03, 2020	SELL	$100.52 - $129.78 $17,188 - $22,192	-171 Reduced 5.87%	2,740 $330,000
Q1 2020 May 01, 2020	SELL	$90.6 - $149.87 $38,686 - $63,994	-427 Reduced 12.79%	2,911 $322,000
Q3 2019 Nov 04, 2019	SELL	$123.87 - $144.7 $18,704 - $21,849	-151 Reduced 4.33%	3,338 $485,000
Q2 2019 Aug 13, 2019	SELL	$121.41 - $138.76 $18,454 - $21,091	-152 Reduced 4.17%	3,489 $481,000
Q1 2019 May 08, 2019	SELL	$107.94 - $135.22 $22,127 - $27,720	-205 Reduced 5.33%	3,641 $514,000
Q4 2018 Feb 14, 2019	BUY	$102.84 - $146.99 $395,522 - $565,323	3,846 New	3,846 $437,000

Others Institutions Holding IBM

# of Institutions

3,907

Shares Held

578M

Call Options Held

17.9M

Put Options Held

13.5M

View Full List

About INTERNATIONAL BUSINESS MACHINES CORP

Ticker IBM
Exchange NYSE
Sector Technology
Industry Information Technology Services
Shares Outstandng 896,320,000
Market Cap $266B
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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Bernardo Wealth Planning LLC International Business Machines Corp Transaction History