Hcr Wealth Advisors International Business Machines Corp Transaction History

Hcr Wealth Advisors

$759 Million
Q1 2025

A detailed history of Hcr Wealth Advisors transactions in International Business Machines Corp stock. As of the latest transaction made, Hcr Wealth Advisors holds 2,053 shares of IBM stock, worth $511,566. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,053

Previous 1,753 17.11%

Holding current value

$511,566

Previous $385,000 32.47%

% of portfolio

0.07%

Previous 0.05%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$217.4 - $264.74 $65,220 - $79,422	300 Added 17.11%	2,053 $510,000
Q4 2024 Jan 14, 2025	SELL	$204.9 - $238.04 $204 - $238	-1 Reduced 0.06%	1,753 $385,000
Q4 2023 Feb 09, 2024	BUY	$136.38 - $164.71 $29,458 - $35,577	216 Added 14.04%	1,754 $286,000
Q2 2023 Aug 09, 2023	BUY	$120.9 - $138.4 $185,944 - $212,859	1,538 New	1,538 $205,000
Q4 2022 Feb 13, 2023	BUY	$117.75 - $150.62 $181,099 - $231,653	1,538 New	1,538 $216,000
Q2 2022 Aug 12, 2022	BUY	$125.98 - $142.88 $193,757 - $219,749	1,538 New	1,538 $217,000
Q1 2022 May 05, 2022	SELL	$121.35 - $138.22 $187,971 - $214,102	-1,549 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$115.81 - $138.25 $1,273 - $1,520	11 Added 0.72%	1,549 $207,000
Q1 2021 May 13, 2021	SELL	$113.37 - $130.38 $389,879 - $448,376	-3,439 Reduced 69.1%	1,538 $205,000
Q4 2020 Feb 04, 2021	BUY	$101.96 - $125.71 $3,058 - $3,771	30 Added 0.61%	4,977 $626,000
Q2 2020 Jul 30, 2020	SELL	$100.52 - $129.78 $301 - $389	-3 Reduced 0.06%	4,947 $586,000
Q1 2020 May 08, 2020	SELL	$90.6 - $149.87 $36,693 - $60,697	-405 Reduced 7.56%	4,950 $549,000
Q4 2019 Feb 07, 2020	BUY	$126.11 - $137.34 $377,068 - $410,646	2,990 Added 126.43%	5,355 $718,000
Q3 2019 Nov 07, 2019	SELL	$123.87 - $144.7 $387,341 - $452,476	-3,127 Reduced 56.94%	2,365 $344,000
Q2 2019 Jul 25, 2019	SELL	$121.41 - $138.76 $2.34 Million - $2.68 Million	-19,305 Reduced 77.85%	5,492 $757,000
Q1 2019 May 10, 2019	BUY	$107.94 - $135.22 $2.31 Million - $2.89 Million	21,380 Added 625.7%	24,797 $3.23 Million
Q4 2018 Jan 31, 2019	BUY	$102.84 - $146.99 $34,862 - $49,829	339 Added 11.01%	3,417 $377,000
Q3 2018 Nov 09, 2018	SELL	$133.43 - $144.94 $10,007 - $10,870	-75 Reduced 2.38%	3,078 $406,000
Q2 2018 Aug 14, 2018	BUY	$131.43 - $153.83 $65,715 - $76,915	500 Added 18.85%	3,153 $441,000
Q1 2018 May 15, 2018	BUY	$141.1 - $161.68 $423 - $485	3 Added 0.11%	2,653 $407,000
Q4 2017 Feb 13, 2018	SELL	$140.04 - $154.94 $3,641 - $4,028	-26 Reduced 0.97%	2,650 $407,000
Q3 2017 Nov 13, 2017	BUY	$133.56 - $140.11 $77,331 - $81,123	579 Added 27.61%	2,676 $388,000
Q2 2017 Aug 16, 2017	BUY	N/A	2,097	2,097 $307,000

Others Institutions Holding IBM

# of Institutions

3,550

Shares Held

570M

Call Options Held

19.1M

Put Options Held

13.2M

View Full List

About INTERNATIONAL BUSINESS MACHINES CORP

Ticker IBM
Exchange NYSE
Sector Technology
Industry Information Technology Services
Shares Outstandng 896,320,000
Market Cap $223B
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...

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Hcr Wealth Advisors International Business Machines Corp Transaction History