A detailed history of Carson Advisory Inc. transactions in International Business Machines Corp stock. As of the latest transaction made, Carson Advisory Inc. holds 14,515 shares of IBM stock, worth $3.23 Million. This represents 2.12% of its overall portfolio holdings.

Number of Shares
14,515
Previous 14,880 2.45%
Holding current value
$3.23 Million
Previous $2.57 Million 24.68%
% of portfolio
2.12%
Previous 1.88%

Shares

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

Nov 01, 2024

SELL
$175.1 - $223.38 $63,911 - $81,533
-365 Reduced 2.45%
14,515 $3.21 Million
Q2 2024

Aug 07, 2024

BUY
$164.43 - $190.9 $35,516 - $41,234
216 Added 1.47%
14,880 $2.57 Million
Q1 2024

May 03, 2024

BUY
$159.16 - $197.78 $332,326 - $412,964
2,088 Added 16.6%
14,664 $2.8 Million
Q4 2023

Feb 06, 2024

SELL
$136.38 - $164.71 $84,555 - $102,120
-620 Reduced 4.7%
12,576 $2.06 Million
Q3 2023

Nov 08, 2023

SELL
$132.08 - $149.83 $52,832 - $59,932
-400 Reduced 2.94%
13,196 $1.85 Million
Q2 2023

Jul 27, 2023

SELL
$120.9 - $138.4 $54,405 - $62,280
-450 Reduced 3.2%
13,596 $1.82 Million
Q1 2023

May 05, 2023

SELL
$123.28 - $145.87 $86,665 - $102,546
-703 Reduced 4.77%
14,046 $1.84 Million
Q4 2022

Feb 08, 2023

SELL
$117.75 - $150.62 $92,904 - $118,839
-789 Reduced 5.08%
14,749 $2.08 Million
Q3 2022

Nov 07, 2022

BUY
$118.81 - $141.12 $15,682 - $18,627
132 Added 0.86%
15,538 $1.85 Million
Q2 2022

Aug 03, 2022

SELL
$125.98 - $142.88 $377 - $428
-3 Reduced 0.02%
15,406 $2.18 Million
Q1 2022

May 03, 2022

SELL
$121.35 - $138.22 $10,072 - $11,472
-83 Reduced 0.54%
15,409 $2 Million
Q4 2021

Feb 08, 2022

BUY
$115.81 - $138.25 $1.79 Million - $2.14 Million
15,492 New
15,492 $2.07 Million

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 $199B
  • 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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