A detailed history of Congress Wealth Management LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 19,743 shares of IBM stock, worth $4.4 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
19,743
Previous 12,253 61.13%
Holding current value
$4.4 Million
Previous $2.12 Million 105.95%
% of portfolio
0.06%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$175.1 - $223.38 $1.31 Million - $1.67 Million
7,490 Added 61.13%
19,743 $4.36 Million
Q2 2024

Aug 13, 2024

BUY
$164.43 - $190.9 $21,211 - $24,626
129 Added 1.06%
12,253 $2.12 Million
Q1 2024

Apr 18, 2024

SELL
$159.16 - $197.78 $944,614 - $1.17 Million
-5,935 Reduced 32.86%
12,124 $2.32 Million
Q4 2023

Feb 09, 2024

BUY
$136.38 - $164.71 $830,008 - $1 Million
6,086 Added 50.83%
18,059 $2.95 Million
Q3 2023

Oct 30, 2023

BUY
$132.08 - $149.83 $198,252 - $224,894
1,501 Added 14.33%
11,973 $1.68 Million
Q2 2023

Jul 13, 2023

BUY
$120.9 - $138.4 $84,871 - $97,156
702 Added 7.19%
10,472 $1.4 Million
Q1 2023

Apr 14, 2023

BUY
$123.28 - $145.87 $13,190 - $15,608
107 Added 1.11%
9,770 $1.28 Million
Q4 2022

Feb 02, 2023

SELL
$117.75 - $150.62 $75,242 - $96,246
-639 Reduced 6.2%
9,663 $1.36 Million
Q3 2022

Nov 08, 2022

BUY
$118.81 - $141.12 $17,821 - $21,168
150 Added 1.48%
10,302 $1.22 Million
Q2 2022

Aug 11, 2022

BUY
$125.98 - $142.88 $16,125 - $18,288
128 Added 1.28%
10,152 $1.43 Million
Q1 2022

May 16, 2022

SELL
$121.35 - $138.22 $879,908 - $1 Million
-7,251 Reduced 41.97%
10,024 $1.3 Million
Q4 2021

Feb 04, 2022

BUY
$115.81 - $138.25 $2 Million - $2.39 Million
17,275 New
17,275 $2.31 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 $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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