A detailed history of Ever Source Wealth Advisors, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,664 shares of IBM stock, worth $598,840. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,664
Previous 2,555 4.27%
Holding current value
$598,840
Previous $441,000 33.33%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 08, 2024

BUY
$175.1 - $223.38 $19,085 - $24,348
109 Added 4.27%
2,664 $588,000
Q2 2024

Aug 13, 2024

BUY
$164.43 - $190.9 $24,664 - $28,635
150 Added 6.24%
2,555 $441,000
Q1 2024

Jun 11, 2024

BUY
$159.16 - $197.78 $164,730 - $204,702
1,035 Added 75.55%
2,405 $459,000
Q4 2023

Feb 09, 2024

BUY
$136.38 - $164.71 $3,136 - $3,788
23 Added 1.71%
1,370 $224,000
Q3 2023

Nov 03, 2023

SELL
$132.08 - $149.83 $5,811 - $6,592
-44 Reduced 3.16%
1,347 $188,000
Q2 2023

Aug 04, 2023

BUY
$120.9 - $138.4 $15,717 - $17,992
130 Added 10.31%
1,391 $186,000
Q1 2023

May 11, 2023

SELL
$123.28 - $145.87 $78,159 - $92,481
-634 Reduced 33.46%
1,261 $165,000
Q4 2022

Feb 09, 2023

BUY
$117.75 - $150.62 $153,781 - $196,709
1,306 Added 221.73%
1,895 $266,000
Q3 2022

Nov 07, 2022

BUY
$118.81 - $141.12 $6,296 - $7,479
53 Added 9.89%
589 $70,000
Q2 2022

Aug 01, 2022

BUY
$125.98 - $142.88 $10,330 - $11,716
82 Added 18.06%
536 $76,000
Q1 2022

May 25, 2022

SELL
$121.35 - $138.22 $3,397 - $3,870
-28 Reduced 5.81%
454 $59,000
Q4 2021

Feb 07, 2022

BUY
$115.81 - $138.25 $55,820 - $66,636
482 New
482 $64,000

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 $201B
  • 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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