A detailed history of Holistic Financial Partners transactions in International Business Machines Corp stock. As of the latest transaction made, Holistic Financial Partners holds 2,448 shares of IBM stock, worth $423,381. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,448
Previous 2,410 1.58%
Holding current value
$423,381
Previous $394,000 18.53%
% of portfolio
0.25%
Previous 0.24%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$159.16 - $197.78 $6,048 - $7,515
38 Added 1.58%
2,448 $467,000
Q4 2023

Feb 12, 2024

BUY
$136.38 - $164.71 $38,868 - $46,942
285 Added 13.41%
2,410 $394,000
Q2 2023

Aug 09, 2023

SELL
$120.9 - $138.4 $7,858 - $8,996
-65 Reduced 2.97%
2,125 $284,000
Q1 2023

May 04, 2023

BUY
$123.28 - $145.87 $10,232 - $12,107
83 Added 3.94%
2,190 $287,000
Q3 2018

Nov 05, 2018

BUY
$133.43 - $144.94 $281,137 - $305,388
2,107 New
2,107 $319,000
Q2 2018

Aug 14, 2018

SELL
$131.43 - $153.83 $286,123 - $334,887
-2,177 Closed
0 $0
Q4 2017

Feb 09, 2018

BUY
$140.04 - $154.94 $304,867 - $337,304
2,177
2,177 $334,000

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 $155B
  • 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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