A detailed history of Bt Wealth Management LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Bt Wealth Management LLC holds 4,873 shares of IBM stock, worth $978,790. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,873
Previous 4,947 1.5%
Holding current value
$978,790
Previous $689,000 0.15%
% of portfolio
0.19%
Previous 0.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 26, 2022

SELL
$125.98 - $142.88 $9,322 - $10,573
-74 Reduced 1.5%
4,873 $688,000
Q2 2022

Jul 15, 2022

BUY
$125.98 - $142.88 $18,897 - $21,432
150 Added 3.13%
4,947 $689,000
Q1 2022

Apr 21, 2022

SELL
$121.35 - $138.22 $17,353 - $19,765
-143 Reduced 2.89%
4,797 $624,000
Q4 2021

Feb 11, 2022

BUY
$115.81 - $138.25 $89,984 - $107,420
777 Added 18.66%
4,940 $660,000
Q1 2021

May 06, 2021

BUY
$113.37 - $130.38 $2,267 - $2,607
20 Added 0.48%
4,163 $555,000
Q3 2020

Oct 23, 2020

SELL
$110.62 - $123.01 $210,178 - $233,719
-1,900 Reduced 31.44%
4,143 $504,000
Q1 2020

Apr 29, 2020

SELL
$90.6 - $149.87 $109,807 - $181,642
-1,212 Reduced 16.71%
6,043 $670,000
Q4 2019

Jan 13, 2020

BUY
$126.11 - $137.34 $37,833 - $41,202
300 Added 4.31%
7,255 $972,000
Q2 2019

Aug 12, 2019

BUY
$121.41 - $138.76 $60,705 - $69,380
500 Added 7.75%
6,955 $968,000
Q1 2019

Apr 15, 2019

SELL
$107.94 - $135.22 $48,465 - $60,713
-449 Reduced 6.5%
6,455 $911,000
Q4 2018

Feb 15, 2019

BUY
$102.84 - $146.99 $710,007 - $1.01 Million
6,904 New
6,904 $942,000

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 $180B
  • 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
Track This Portfolio

Track Bt Wealth Management LLC Portfolio

Follow Bt Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bt Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bt Wealth Management LLC with notifications on news.