A detailed history of Heritage Wealth Management, Inc. transactions in International Business Machines Corp stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 8,311 shares of IBM stock, worth $1.78 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
8,311
Previous 8,339 0.34%
Holding current value
$1.78 Million
Previous $1.47 Billion 25.17%
% of portfolio
0.6%
Previous 0.49%

Shares

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

Oct 31, 2024

SELL
$175.1 - $223.38 $4,902 - $6,254
-28 Reduced 0.34%
8,311 $1.84 Billion
Q2 2024

Sep 09, 2024

BUY
$164.43 - $190.9 $1.37 Million - $1.59 Million
8,339 New
8,339 $1.47 Billion

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 $192B
  • 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
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. with notifications on news.