A detailed history of Core Wealth Partners LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Core Wealth Partners LLC holds 7,821 shares of IBM stock, worth $1.72 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
7,821
Previous 7,456 4.9%
Holding current value
$1.72 Million
Previous $1.29 Billion 34.05%
% of portfolio
1.05%
Previous 0.88%

Shares

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

Nov 04, 2024

BUY
$175.1 - $223.38 $63,911 - $81,533
365 Added 4.9%
7,821 $1.73 Billion
Q2 2024

Aug 13, 2024

BUY
$164.43 - $190.9 $169,034 - $196,245
1,028 Added 15.99%
7,456 $1.29 Billion
Q1 2024

Apr 19, 2024

SELL
$159.16 - $197.78 $60,958 - $75,749
-383 Reduced 5.62%
6,428 $1.23 Billion
Q4 2023

Feb 07, 2024

BUY
$136.38 - $164.71 $4,500 - $5,435
33 Added 0.49%
6,811 $1.11 Billion
Q3 2023

Nov 13, 2023

BUY
$132.08 - $149.83 $146,212 - $165,861
1,107 Added 19.52%
6,778 $951 Million
Q2 2023

Aug 11, 2023

BUY
$120.9 - $138.4 $39,776 - $45,533
329 Added 6.16%
5,671 $759 Million
Q1 2023

May 11, 2023

BUY
$123.28 - $145.87 $4,807 - $5,688
39 Added 0.74%
5,342 $700 Million
Q4 2022

Feb 13, 2023

BUY
$117.75 - $150.62 $624,428 - $798,737
5,303 New
5,303 $511 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 $197B
  • 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 Core Wealth Partners LLC Portfolio

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

News

Stay updated on Core Wealth Partners LLC with notifications on news.