A detailed history of Heron Financial Group, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Heron Financial Group, LLC holds 2,276 shares of IBM stock, worth $507,479. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,276
Previous 2,299 1.0%
Holding current value
$507,479
Previous $301,000 1.0%
% of portfolio
0.16%
Previous 0.17%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

SELL
$120.9 - $138.4 $2,780 - $3,183
-23 Reduced 1.0%
2,276 $304,000
Q4 2022

Feb 14, 2023

SELL
$117.75 - $150.62 $17,662 - $22,593
-150 Reduced 6.12%
2,299 $323,000
Q3 2022

Oct 27, 2022

BUY
$118.81 - $141.12 $17,821 - $21,168
150 Added 6.52%
2,449 $291,000
Q2 2022

Jul 29, 2022

SELL
$125.98 - $142.88 $28,975 - $32,862
-230 Reduced 9.09%
2,299 $325,000
Q1 2022

May 12, 2022

BUY
$121.35 - $138.22 $11,285 - $12,854
93 Added 3.82%
2,529 $329,000
Q4 2021

Feb 04, 2022

BUY
$115.81 - $138.25 $57,905 - $69,125
500 Added 25.83%
2,436 $330,000
Q3 2020

Oct 15, 2020

BUY
$110.62 - $123.01 $214,160 - $238,147
1,936 New
1,936 $236,000

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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