A detailed history of Encompass Wealth Advisors, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 3,308 shares of IBM stock, worth $735,699. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,308
Previous 3,146 5.15%
Holding current value
$735,699
Previous $544,000 34.38%
% of portfolio
0.26%
Previous 0.21%

Shares

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

Nov 05, 2024

BUY
$175.1 - $223.38 $28,366 - $36,187
162 Added 5.15%
3,308 $731,000
Q2 2024

Aug 08, 2024

SELL
$164.43 - $190.9 $28,775 - $33,407
-175 Reduced 5.27%
3,146 $544,000
Q1 2024

May 10, 2024

BUY
$159.16 - $197.78 $318 - $395
2 Added 0.06%
3,321 $634,000
Q4 2023

Feb 13, 2024

BUY
$136.38 - $164.71 $545 - $658
4 Added 0.12%
3,319 $542,000
Q3 2023

Nov 07, 2023

BUY
$132.08 - $149.83 $24,566 - $27,868
186 Added 5.94%
3,315 $465,000
Q2 2023

Aug 09, 2023

SELL
$120.9 - $138.4 $3,385 - $3,875
-28 Reduced 0.89%
3,129 $418,000
Q1 2023

May 04, 2023

BUY
$123.28 - $145.87 $739 - $875
6 Added 0.19%
3,157 $413,000
Q4 2022

Feb 01, 2023

BUY
$117.75 - $150.62 $706 - $903
6 Added 0.19%
3,151 $443,000
Q3 2022

Oct 28, 2022

BUY
$118.81 - $141.12 $123,918 - $147,188
1,043 Added 49.62%
3,145 $374,000
Q2 2022

Aug 03, 2022

BUY
$125.98 - $142.88 $755 - $857
6 Added 0.29%
2,102 $297,000
Q1 2022

Apr 28, 2022

SELL
$121.35 - $138.22 $120,743 - $137,528
-995 Reduced 32.19%
2,096 $272,000
Q4 2021

Jan 20, 2022

BUY
$115.81 - $138.25 $114,767 - $137,005
991 Added 47.19%
3,091 $413,000
Q3 2021

Nov 16, 2021

BUY
$127.12 - $140.38 $27,076 - $29,900
213 Added 11.29%
2,100 $291,000
Q2 2021

Aug 03, 2021

BUY
$125.41 - $144.63 $376 - $433
3 Added 0.16%
1,887 $276,000
Q1 2021

May 25, 2021

BUY
$113.37 - $130.38 $149,308 - $171,710
1,317 Added 232.28%
1,884 $274,000
Q4 2020

Mar 09, 2021

SELL
$101.96 - $125.71 $129,081 - $159,148
-1,266 Reduced 69.07%
567 $71,000
Q4 2020

Mar 09, 2021

BUY
$101.96 - $125.71 $186,892 - $230,426
1,833 New
1,833 $231,000

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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