A detailed history of Forum Financial Management, LP transactions in International Business Machines Corp stock. As of the latest transaction made, Forum Financial Management, LP holds 6,764 shares of IBM stock, worth $1.41 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,764
Previous 7,299 7.33%
Holding current value
$1.41 Million
Previous $1.26 Million 18.46%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 29, 2024

SELL
$175.1 - $223.38 $93,678 - $119,508
-535 Reduced 7.33%
6,764 $1.5 Million
Q2 2024

Jul 30, 2024

SELL
$164.43 - $190.9 $118,554 - $137,638
-721 Reduced 8.99%
7,299 $1.26 Million
Q1 2024

May 09, 2024

SELL
$159.16 - $197.78 $32,946 - $40,940
-207 Reduced 2.52%
8,020 $1.53 Million
Q4 2023

Feb 07, 2024

SELL
$136.38 - $164.71 $52,779 - $63,742
-387 Reduced 4.49%
8,227 $1.35 Million
Q3 2023

Nov 03, 2023

SELL
$132.08 - $149.83 $77,927 - $88,399
-590 Reduced 6.41%
8,614 $1.21 Million
Q2 2023

Jul 26, 2023

BUY
$120.9 - $138.4 $173,491 - $198,604
1,435 Added 18.47%
9,204 $1.23 Million
Q1 2023

Apr 19, 2023

SELL
$123.28 - $145.87 $12,574 - $14,878
-102 Reduced 1.3%
7,769 $1.02 Million
Q3 2022

Nov 07, 2022

BUY
$118.81 - $141.12 $118 - $141
1 Added 0.01%
7,871 $935,000
Q2 2022

Aug 15, 2022

BUY
$125.98 - $142.88 $20,912 - $23,718
166 Added 2.15%
7,870 $1.11 Million
Q1 2022

May 16, 2022

BUY
$121.35 - $138.22 $485 - $552
4 Added 0.05%
7,704 $1 Million
Q4 2021

Feb 18, 2022

BUY
$115.81 - $138.25 $891,737 - $1.06 Million
7,700 New
7,700 $1.03 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 $187B
  • 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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