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 1,163 shares of IBM stock, worth $259,314. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,163
Previous 1,163 -0.0%
Holding current value
$259,314
Previous $201,000 34.83%
% of portfolio
0.07%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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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