A detailed history of Herold Advisors, Inc. transactions in International Business Machines Corp stock. As of the latest transaction made, Herold Advisors, Inc. holds 20,662 shares of IBM stock, worth $4.15 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
20,662
Previous 20,599 0.31%
Holding current value
$4.15 Million
Previous $3.93 Million 9.15%
% of portfolio
0.84%
Previous 0.97%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $180B
  • 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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