A detailed history of Cassady Schiller Wealth Management, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 627 shares of IBM stock, worth $140,705. This represents 0.05% of its overall portfolio holdings.

Number of Shares
627
Previous 742 15.5%
Holding current value
$140,705
Previous $128,000 7.81%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 06, 2024

SELL
$175.1 - $223.38 $20,136 - $25,688
-115 Reduced 15.5%
627 $138,000
Q1 2024

May 13, 2024

BUY
$159.16 - $197.78 $65,573 - $81,485
412 Added 124.85%
742 $141,000
Q2 2023

Aug 10, 2023

SELL
$120.9 - $138.4 $36,270 - $41,520
-300 Reduced 47.62%
330 $44,000
Q1 2023

May 12, 2023

SELL
$123.28 - $145.87 $34,764 - $41,135
-282 Reduced 30.92%
630 $82,000
Q4 2022

May 16, 2023

SELL
$117.75 - $150.62 $2,472 - $3,163
-21 Reduced 3.33%
609 $85,000
Q4 2022

Feb 13, 2023

BUY
$117.75 - $150.62 $107,388 - $137,365
912 New
912 $128,000
Q1 2022

May 12, 2022

SELL
$121.35 - $138.22 $117,102 - $133,382
-965 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$115.81 - $138.25 $111,756 - $133,411
965 New
965 $129,000

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 $201B
  • 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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