Concord Wealth Partners International Business Machines Corp Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in International Business Machines Corp stock. As of the latest transaction made, Concord Wealth Partners holds 1,456 shares of IBM stock, worth $324,644. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,456
Previous 1,937 24.83%
Holding current value
$324,644
Previous $335,000 4.18%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 24, 2024
SELL
$175.1 - $223.38 $84,223 - $107,445
-481 Reduced 24.83%
1,456 $321,000
Q2 2024

Jul 31, 2024
SELL
$164.43 - $190.9 $20,389 - $23,671
-124 Reduced 6.02%
1,937 $335,000
Q1 2024

Apr 30, 2024
SELL
$159.16 - $197.78 $4,933 - $6,131
-31 Reduced 1.48%
2,061 $393,000
Q4 2023

Apr 30, 2024
SELL
$136.38 - $164.71 $2,727 - $3,294
-20 Reduced 0.95%
2,092 $342,000
Q4 2023

Feb 05, 2024
SELL
$136.38 - $164.71 $2,727 - $3,294
-20 Reduced 0.95%
2,092 $342,000
Q3 2023

Apr 30, 2024
BUY
$132.08 - $149.83 $2,641 - $2,996
20 Added 0.96%
2,112 $296,000
Q3 2023

Oct 25, 2023
BUY
$132.08 - $149.83 $88,889 - $100,835
673 Added 46.77%
2,112 $296,000
Q2 2023

Aug 07, 2023
SELL
$120.9 - $138.4 $10,397 - $11,902
-86 Reduced 5.64%
1,439 $192,000
Q1 2023

Apr 26, 2023
SELL
$123.28 - $145.87 $244,834 - $289,697
-1,986 Reduced 56.57%
1,525 $199,000
Q4 2022

Jan 27, 2023
BUY
$117.75 - $150.62 $77,832 - $99,559
661 Added 23.19%
3,511 $494,000
Q3 2022

Nov 10, 2022
BUY
$118.81 - $141.12 $34,098 - $40,501
287 Added 11.2%
2,850 $339,000
Q2 2022

Aug 04, 2022
SELL
$125.98 - $142.88 $128,247 - $145,451
-1,018 Reduced 28.43%
2,563 $362,000
Q1 2022

Apr 20, 2022
BUY
$121.35 - $138.22 $33,007 - $37,595
272 Added 8.22%
3,581 $466,000
Q4 2021

Jan 21, 2022
BUY
$115.81 - $138.25 $260,109 - $310,509
2,246 Added 211.29%
3,309 $442,000
Q3 2021

Nov 09, 2021
SELL
$127.12 - $140.38 $177,968 - $196,532
-1,400 Reduced 56.84%
1,063 $148,000
Q2 2021

Jul 29, 2021
BUY
$125.41 - $144.63 $12,164 - $14,029
97 Added 4.1%
2,463 $361,000
Q1 2021

May 13, 2021
BUY
$113.37 - $130.38 $105,774 - $121,644
933 Added 65.11%
2,366 $315,000
Q4 2020

Feb 16, 2021
BUY
$101.96 - $125.71 $146,108 - $180,142
1,433 New
1,433 $180,000

Others Institutions Holding IBM

# of Institutions
3,218
Shares Held
550M
Call Options Held
16.1M
Put Options Held
11.3M
View Full List

About INTERNATIONAL BUSINESS MACHINES CORP

IBM Quotes by TradingView
  • 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
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners 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 Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email