A detailed history of Herold Advisors, Inc. transactions in International Business Machines Corp stock. As of the latest transaction made, Herold Advisors, Inc. holds 20,710 shares of IBM stock, worth $4.44 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
20,710
Previous 20,662 0.23%
Holding current value
$4.44 Million
Previous $3.57 Million 28.13%
% of portfolio
1.02%
Previous 0.84%

Shares

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

Nov 14, 2024

BUY
$175.1 - $223.38 $8,404 - $10,722
48 Added 0.23%
20,710 $4.58 Million
Q2 2024

Jul 24, 2024

BUY
$164.43 - $190.9 $10,359 - $12,026
63 Added 0.31%
20,662 $3.57 Million
Q1 2024

May 10, 2024

SELL
$159.16 - $197.78 $141,652 - $176,024
-890 Reduced 4.14%
20,599 $3.93 Million
Q4 2023

Feb 02, 2024

SELL
$136.38 - $164.71 $53,324 - $64,401
-391 Reduced 1.79%
21,489 $3.51 Million
Q3 2023

Nov 08, 2023

BUY
$132.08 - $149.83 $90,871 - $103,083
688 Added 3.25%
21,880 $3.07 Million
Q2 2023

Jul 14, 2023

BUY
$120.9 - $138.4 $63,714 - $72,936
527 Added 2.55%
21,192 $2.84 Million
Q1 2023

Apr 19, 2023

BUY
$123.28 - $145.87 $47,462 - $56,159
385 Added 1.9%
20,665 $2.71 Million
Q4 2022

Feb 14, 2023

BUY
$117.75 - $150.62 $65,586 - $83,895
557 Added 2.82%
20,280 $2.86 Million
Q3 2022

Nov 08, 2022

BUY
$118.81 - $141.12 $112,275 - $133,358
945 Added 5.03%
19,723 $2.34 Million
Q2 2022

Jul 15, 2022

BUY
$125.98 - $142.88 $58,832 - $66,724
467 Added 2.55%
18,778 $2.65 Million
Q1 2022

May 09, 2022

BUY
$121.35 - $138.22 $102,904 - $117,210
848 Added 4.86%
18,311 $2.38 Million
Q4 2021

Jan 20, 2022

BUY
$115.81 - $138.25 $1,273 - $1,520
11 Added 0.06%
17,463 $2.33 Million
Q3 2021

Nov 03, 2021

BUY
$127.12 - $140.38 $2.22 Million - $2.45 Million
17,452 New
17,452 $2.42 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 $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 Herold Advisors, Inc. Portfolio

Follow Herold Advisors, 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 Herold Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Herold Advisors, Inc. with notifications on news.