A detailed history of Heritage Wealth Advisors transactions in International Business Machines Corp stock. As of the latest transaction made, Heritage Wealth Advisors holds 4,076 shares of IBM stock, worth $910,415. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,076
Previous 3,725 9.42%
Holding current value
$910,415
Previous $644,000 39.91%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 12, 2024

BUY
$175.1 - $223.38 $61,460 - $78,406
351 Added 9.42%
4,076 $901,000
Q2 2024

Dec 12, 2024

SELL
$164.43 - $190.9 $76,131 - $88,386
-463 Reduced 11.06%
3,725 $644,000
Q2 2024

Aug 05, 2024

SELL
$164.43 - $190.9 $76,131 - $88,386
-463 Reduced 11.06%
3,725 $644,000
Q1 2024

Dec 12, 2024

SELL
$159.16 - $197.78 $30,877 - $38,369
-194 Reduced 4.43%
4,188 $799,000
Q1 2024

May 08, 2024

SELL
$159.16 - $197.78 $41,222 - $51,225
-259 Reduced 5.82%
4,188 $799,000
Q4 2023

Dec 12, 2024

BUY
$136.38 - $164.71 $28,639 - $34,589
210 Added 5.03%
4,382 $716,000
Q4 2023

Feb 09, 2024

BUY
$136.38 - $164.71 $37,504 - $45,295
275 Added 6.59%
4,447 $727,000
Q2 2023

Dec 12, 2024

BUY
$120.9 - $138.4 $11,606 - $13,286
96 Added 2.36%
4,172 $558,000
Q2 2023

Aug 09, 2023

SELL
$120.9 - $138.4 $967 - $1,107
-8 Reduced 0.19%
4,172 $558,000
Q1 2023

May 04, 2023

BUY
$123.28 - $145.87 $986 - $1,166
8 Added 0.19%
4,180 $547,000
Q4 2022

Dec 12, 2024

SELL
$117.75 - $150.62 $2,355 - $3,012
-20 Reduced 0.48%
4,172 $587,000
Q4 2022

Feb 06, 2023

SELL
$117.75 - $150.62 $2,355 - $3,012
-20 Reduced 0.48%
4,172 $587,000
Q3 2022

Dec 12, 2024

BUY
$118.81 - $141.12 $13,781 - $16,369
116 Added 2.85%
4,192 $498,000
Q3 2022

Nov 10, 2022

SELL
$118.81 - $141.12 $7,128 - $8,467
-60 Reduced 1.41%
4,192 $498,000
Q1 2022

May 11, 2022

SELL
$121.35 - $138.22 $112,127 - $127,715
-924 Reduced 17.85%
4,252 $553,000
Q4 2021

Feb 02, 2022

SELL
$115.81 - $138.25 $231 - $276
-2 Reduced 0.04%
5,176 $691,000
Q3 2021

Nov 02, 2021

BUY
$127.12 - $140.38 $22,754 - $25,128
179 Added 3.58%
5,178 $687,000
Q2 2021

Aug 09, 2021

SELL
$125.41 - $144.63 $15,550 - $17,934
-124 Reduced 2.42%
4,999 $700,000
Q2 2021

Jul 27, 2021

BUY
$125.41 - $144.63 $1,755 - $2,024
14 Added 0.27%
5,123 $645,000
Q1 2021

Apr 27, 2021

SELL
$113.37 - $130.38 $1,587 - $1,825
-14 Reduced 0.27%
5,109 $650,000
Q4 2020

Feb 01, 2021

SELL
$101.96 - $125.71 $6,933 - $8,548
-68 Reduced 1.31%
5,123 $645,000
Q2 2020

Jul 17, 2020

BUY
$100.52 - $129.78 $490,135 - $632,807
4,876 Added 1547.94%
5,191 $599,000
Q2 2020

Jul 17, 2020

SELL
$100.52 - $129.78 $500,790 - $646,563
-4,982 Reduced 94.05%
315 $626,000
Q1 2020

May 05, 2020

BUY
$90.6 - $149.87 $89,965 - $148,820
993 Added 23.07%
5,297 $561,000
Q4 2019

Feb 04, 2020

SELL
$126.11 - $137.34 $11,349 - $12,360
-90 Reduced 2.05%
4,304 $551,000
Q3 2019

Oct 30, 2019

BUY
$123.87 - $144.7 $52,644 - $61,497
425 Added 10.71%
4,394 $638,000
Q1 2019

May 06, 2019

SELL
$107.94 - $135.22 $14,679 - $18,389
-136 Reduced 3.31%
3,969 $0
Q4 2018

Jan 28, 2019

BUY
$102.84 - $146.99 $6,170 - $8,819
60 Added 1.48%
4,105 $466,000
Q3 2018

Nov 14, 2018

SELL
$133.43 - $144.94 $73,386 - $79,717
-550 Reduced 11.97%
4,045 $611,000
Q2 2018

Jul 19, 2018

SELL
$131.43 - $153.83 $36,274 - $42,457
-276 Reduced 5.67%
4,595 $642,000
Q1 2018

May 10, 2018

SELL
$141.1 - $161.68 $13,827 - $15,844
-98 Reduced 1.97%
4,871 $748,000
Q4 2017

Feb 02, 2018

BUY
$140.04 - $154.94 $13,723 - $15,184
98 Added 2.01%
4,969 $762,000
Q3 2017

Nov 07, 2017

BUY
$133.56 - $140.11 $650,570 - $682,475
4,871
4,871 $707,000

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 $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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