Hcr Wealth Advisors International Business Machines Corp Transaction History

Hcr Wealth Advisors

  • $757 Million
  • Q3 2024

A detailed history of Hcr Wealth Advisors transactions in International Business Machines Corp stock. As of the latest transaction made, Hcr Wealth Advisors holds 1,754 shares of IBM stock, worth $396,632. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,754
Previous 1,754 -0.0%
Holding current value
$396,632
Previous $303,000 27.72%
% of portfolio
0.05%
Previous 0.04%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,220
Shares Held
551M
Call Options Held
16.1M
Put Options Held
11.3M
View Full List

About INTERNATIONAL BUSINESS MACHINES CORP

IBM Quotes by TradingView
  • Ticker IBM
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 896,320,000
  • Market Cap $203B
  • 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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