A detailed history of Connecticut Wealth Management, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 12,225 shares of IBM stock, worth $2.72 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
12,225
Previous 11,042 10.71%
Holding current value
$2.72 Million
Previous $1.91 Million 41.54%
% of portfolio
0.13%
Previous 0.1%

Shares

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

Nov 13, 2024

BUY
$175.1 - $223.38 $207,143 - $264,258
1,183 Added 10.71%
12,225 $2.7 Million
Q2 2024

Aug 13, 2024

BUY
$164.43 - $190.9 $250,755 - $291,122
1,525 Added 16.02%
11,042 $1.91 Million
Q1 2024

May 01, 2024

BUY
$159.16 - $197.78 $490,690 - $609,755
3,083 Added 47.92%
9,517 $1.82 Million
Q4 2023

Feb 06, 2024

BUY
$136.38 - $164.71 $182,476 - $220,381
1,338 Added 26.26%
6,434 $1.05 Million
Q3 2023

Oct 19, 2023

SELL
$132.08 - $149.83 $9,509 - $10,787
-72 Reduced 1.39%
5,096 $714,000
Q2 2023

Jul 25, 2023

BUY
$120.9 - $138.4 $3,989 - $4,567
33 Added 0.64%
5,168 $691,000
Q1 2023

Apr 18, 2023

BUY
$123.28 - $145.87 $22,436 - $26,548
182 Added 3.67%
5,135 $673,000
Q4 2022

Jan 17, 2023

SELL
$117.75 - $150.62 $114,099 - $145,950
-969 Reduced 16.36%
4,953 $0
Q3 2022

Nov 02, 2022

SELL
$118.81 - $141.12 $13,425 - $15,946
-113 Reduced 1.87%
5,922 $704,000
Q2 2022

Jul 12, 2022

BUY
$125.98 - $142.88 $146,766 - $166,455
1,165 Added 23.92%
6,035 $852,000
Q1 2022

Apr 18, 2022

SELL
$121.35 - $138.22 $15,290 - $17,415
-126 Reduced 2.52%
4,870 $633,000
Q4 2021

Jan 24, 2022

SELL
$115.81 - $138.25 $11,581 - $13,825
-100 Reduced 1.96%
4,996 $668,000
Q3 2021

Nov 02, 2021

BUY
$127.12 - $140.38 $37,881 - $41,833
298 Added 6.21%
5,096 $708,000
Q2 2021

Jul 29, 2021

SELL
$125.41 - $144.63 $140,835 - $162,419
-1,123 Reduced 18.97%
4,798 $703,000
Q1 2021

May 12, 2021

BUY
$113.37 - $130.38 $671,263 - $771,979
5,921 New
5,921 $789,000
Q1 2021

Apr 29, 2021

SELL
$113.37 - $130.38 $671,263 - $771,979
-5,921 Closed
0 $0
Q4 2020

Jan 29, 2021

SELL
$101.96 - $125.71 $39,968 - $49,278
-392 Reduced 6.21%
5,921 $745,000
Q3 2020

Oct 13, 2020

BUY
$110.62 - $123.01 $120,022 - $133,465
1,085 Added 20.75%
6,313 $768,000
Q2 2020

Jul 14, 2020

SELL
$100.52 - $129.78 $17,792 - $22,971
-177 Reduced 3.27%
5,228 $631,000
Q1 2020

Apr 20, 2020

SELL
$90.6 - $149.87 $28,357 - $46,909
-313 Reduced 5.47%
5,405 $600,000
Q4 2019

Jan 29, 2020

SELL
$126.11 - $137.34 $249,319 - $271,521
-1,977 Reduced 25.69%
5,718 $766,000
Q3 2019

Oct 24, 2019

BUY
$123.87 - $144.7 $70,853 - $82,768
572 Added 8.03%
7,695 $1.12 Million
Q1 2019

Apr 23, 2019

SELL
$107.94 - $135.22 $8,095 - $10,141
-75 Reduced 1.04%
7,123 $1.01 Million
Q2 2018

Aug 07, 2018

SELL
$131.43 - $153.83 $1,577 - $1,845
-12 Reduced 0.17%
7,198 $1.01 Million
Q1 2018

May 08, 2018

SELL
$141.1 - $161.68 $141,100 - $161,680
-1,000 Reduced 12.18%
7,210 $1.08 Million
Q4 2017

Feb 14, 2018

SELL
$140.04 - $154.94 $120,994 - $133,868
-864 Reduced 9.52%
8,210 $1.34 Million
Q3 2017

Nov 08, 2017

BUY
$133.56 - $140.11 $1.21 Million - $1.27 Million
9,074
9,074 $1.34 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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