A detailed history of Creative Planning transactions in International Business Machines Corp stock. As of the latest transaction made, Creative Planning holds 286,063 shares of IBM stock, worth $63.2 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
286,063
Previous 268,588 6.51%
Holding current value
$63.2 Million
Previous $51.3 Million 3.54%
% of portfolio
0.05%
Previous 0.06%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$164.43 - $190.9 $2.87 Million - $3.34 Million
17,475 Added 6.51%
286,063 $49.5 Million
Q1 2024

May 10, 2024

BUY
$159.16 - $197.78 $1.63 Million - $2.02 Million
10,214 Added 3.95%
268,588 $51.3 Million
Q4 2023

Feb 14, 2024

BUY
$136.38 - $164.71 $2.08 Million - $2.51 Million
15,262 Added 6.28%
258,374 $42.3 Million
Q3 2023

Nov 16, 2023

BUY
$132.08 - $149.83 $2.32 Million - $2.63 Million
17,539 Added 7.78%
243,112 $34.1 Million
Q2 2023

Jul 21, 2023

BUY
$120.9 - $138.4 $1.11 Million - $1.27 Million
9,179 Added 4.24%
225,573 $30.2 Million
Q1 2023

May 15, 2023

SELL
$123.28 - $145.87 $1.11 Million - $1.32 Million
-9,019 Reduced 4.0%
216,394 $28.4 Million
Q4 2022

Feb 10, 2023

BUY
$117.75 - $150.62 $1.61 Million - $2.06 Million
13,695 Added 6.47%
225,413 $31.8 Million
Q3 2022

Nov 03, 2022

SELL
$118.81 - $141.12 $726,523 - $862,948
-6,115 Reduced 2.81%
211,718 $25.2 Million
Q2 2022

Aug 15, 2022

BUY
$125.98 - $142.88 $2.44 Million - $2.77 Million
19,405 Added 9.78%
217,833 $30.8 Million
Q1 2022

May 16, 2022

BUY
$121.35 - $138.22 $847,144 - $964,913
6,981 Added 3.65%
198,428 $25.8 Million
Q4 2021

Feb 11, 2022

BUY
$115.81 - $138.25 $781,833 - $933,325
6,751 Added 3.66%
191,447 $25.6 Million
Q3 2021

Nov 10, 2021

SELL
$127.12 - $140.38 $312,079 - $344,632
-2,455 Reduced 1.31%
184,696 $25.7 Million
Q2 2021

Aug 04, 2021

SELL
$125.41 - $144.63 $59,068 - $68,120
-471 Reduced 0.25%
187,151 $27.4 Million
Q1 2021

Apr 30, 2021

BUY
$113.37 - $130.38 $329,793 - $379,275
2,909 Added 1.57%
187,622 $25 Million
Q4 2020

Jan 29, 2021

SELL
$101.96 - $125.71 $683,335 - $842,508
-6,702 Reduced 3.5%
184,713 $23.3 Million
Q3 2020

Nov 05, 2020

BUY
$110.62 - $123.01 $1.05 Million - $1.17 Million
9,502 Added 5.22%
191,415 $23.3 Million
Q2 2020

Jul 23, 2020

SELL
$100.52 - $129.78 $717,712 - $926,629
-7,140 Reduced 3.78%
181,913 $22 Million
Q1 2020

May 05, 2020

BUY
$90.6 - $149.87 $359,500 - $594,684
3,968 Added 2.14%
189,053 $21 Million
Q4 2019

Jan 30, 2020

SELL
$126.11 - $137.34 $1.53 Million - $1.67 Million
-12,128 Reduced 6.15%
185,085 $24.8 Million
Q3 2019

Nov 01, 2019

BUY
$123.87 - $144.7 $1.83 Million - $2.14 Million
14,809 Added 8.12%
197,213 $28.7 Million
Q2 2019

Jul 26, 2019

SELL
$121.41 - $138.76 $204,454 - $233,671
-1,684 Reduced 0.91%
182,404 $25.2 Million
Q1 2019

Apr 24, 2019

SELL
$107.94 - $135.22 $710,029 - $889,477
-6,578 Reduced 3.45%
184,088 $26 Million
Q4 2018

Feb 01, 2019

SELL
$102.84 - $146.99 $1.6 Million - $2.29 Million
-15,603 Reduced 7.56%
190,666 $21.7 Million
Q3 2018

Oct 25, 2018

BUY
$133.43 - $144.94 $1.13 Million - $1.23 Million
8,458 Added 4.28%
206,269 $31.2 Million
Q2 2018

Jul 20, 2018

BUY
$131.43 - $153.83 $746,785 - $874,062
5,682 Added 2.96%
197,811 $27.6 Million
Q1 2018

Apr 18, 2018

BUY
$141.1 - $161.68 $1.27 Million - $1.46 Million
9,022 Added 4.93%
192,129 $29.5 Million
Q4 2017

Jan 17, 2018

BUY
$140.04 - $154.94 $3.9 Million - $4.32 Million
27,859 Added 17.94%
183,107 $28.1 Million
Q3 2017

Oct 17, 2017

BUY
$133.56 - $140.11 $20.7 Million - $21.8 Million
155,248
155,248 $22.5 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 $198B
  • 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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