A detailed history of Ep Wealth Advisors, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 35,081 shares of IBM stock, worth $7.84 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
35,081
Previous 31,481 11.44%
Holding current value
$7.84 Million
Previous $5.44 Million 42.45%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Nov 14, 2024

BUY
$175.1 - $223.38 $630,360 - $804,168
3,600 Added 11.44%
35,081 $7.76 Million
Q2 2024

Aug 19, 2024

BUY
$164.43 - $190.9 $527,491 - $612,407
3,208 Added 11.35%
31,481 $5.44 Million
Q1 2024

May 14, 2024

BUY
$159.16 - $197.78 $307,974 - $382,704
1,935 Added 7.35%
28,273 $5.4 Million
Q4 2023

Feb 28, 2024

SELL
$136.38 - $164.71 $42,005 - $50,730
-308 Reduced 1.16%
26,338 $4.31 Million
Q3 2023

Nov 22, 2023

SELL
$132.08 - $149.83 $9.43 Million - $10.7 Million
-71,379 Reduced 72.82%
26,646 $3.74 Million
Q2 2023

Aug 14, 2023

SELL
$120.9 - $138.4 $2.38 Million - $2.72 Million
-19,655 Reduced 16.7%
98,025 $13.1 Million
Q1 2023

Jun 05, 2023

BUY
$123.28 - $145.87 $12.1 Million - $14.3 Million
98,153 Added 502.65%
117,680 $15.4 Million
Q4 2022

Jun 12, 2023

SELL
$117.75 - $150.62 $11.7 Million - $14.9 Million
-99,242 Reduced 84.33%
18,438 $2.6 Million
Q3 2022

Dec 02, 2022

BUY
$118.81 - $141.12 $836,778 - $993,908
7,043 Added 56.42%
19,527 $2.32 Million
Q2 2022

Aug 11, 2022

BUY
$125.98 - $142.88 $78,989 - $89,585
627 Added 5.29%
12,484 $1.76 Million
Q1 2022

May 20, 2022

BUY
$121.35 - $138.22 $134,091 - $152,733
1,105 Added 10.28%
11,857 $1.54 Million
Q4 2021

Feb 17, 2022

BUY
$115.81 - $138.25 $21,888 - $26,129
189 Added 1.79%
10,752 $1.44 Million
Q3 2021

Nov 23, 2021

BUY
$127.12 - $140.38 $535,302 - $591,140
4,211 Added 66.29%
10,563 $1.47 Million
Q3 2021

Nov 16, 2021

SELL
$127.12 - $140.38 $470,089 - $519,125
-3,698 Reduced 36.8%
6,352 $1.47 Million
Q2 2021

Aug 24, 2021

BUY
$125.41 - $144.63 $196,015 - $226,056
1,563 Added 18.42%
10,050 $1.47 Million
Q1 2021

May 17, 2021

BUY
$113.37 - $130.38 $139,671 - $160,628
1,232 Added 16.98%
8,487 $1.13 Million
Q4 2020

Feb 18, 2021

BUY
$101.96 - $125.71 $739,719 - $912,026
7,255 New
7,255 $913,000
Q3 2020

Nov 17, 2020

SELL
$110.62 - $123.01 $823,676 - $915,932
-7,446 Closed
0 $0
Q2 2020

Aug 14, 2020

SELL
$100.52 - $129.78 $127,660 - $164,820
-1,270 Reduced 14.57%
7,446 $899,000
Q1 2020

May 18, 2020

SELL
$90.6 - $149.87 $61,426 - $101,611
-678 Reduced 7.22%
8,716 $967,000
Q4 2019

Feb 14, 2020

BUY
$126.11 - $137.34 $27,365 - $29,802
217 Added 2.36%
9,394 $1.26 Million
Q3 2019

Nov 18, 2019

BUY
$123.87 - $144.7 $80,143 - $93,620
647 Added 7.58%
9,177 $1.34 Million
Q2 2019

Aug 27, 2019

BUY
$121.41 - $138.76 $245,369 - $280,433
2,021 Added 31.05%
8,530 $1.18 Million
Q1 2019

May 20, 2019

SELL
$107.94 - $135.22 $68,218 - $85,459
-632 Reduced 8.85%
6,509 $918,000
Q4 2018

Feb 19, 2019

SELL
$102.84 - $146.99 $2,056 - $2,939
-20 Reduced 0.28%
7,141 $812,000
Q3 2018

Nov 15, 2018

SELL
$133.43 - $144.94 $109,279 - $118,705
-819 Reduced 10.26%
7,161 $1.08 Million
Q2 2018

Aug 14, 2018

SELL
$131.43 - $153.83 $6,571 - $7,691
-50 Reduced 0.62%
7,980 $1.12 Million
Q1 2018

May 15, 2018

BUY
$141.1 - $161.68 $147,449 - $168,955
1,045 Added 14.96%
8,030 $1.23 Million
Q4 2017

Feb 15, 2018

BUY
$140.04 - $154.94 $21,146 - $23,395
151 Added 2.21%
6,985 $1.07 Million
Q3 2017

Nov 15, 2017

SELL
$133.56 - $140.11 $238,671 - $250,376
-1,787 Reduced 20.73%
6,834 $991,000
Q2 2017

Aug 17, 2017

BUY
N/A
8,621
8,621 $1.33 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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