A detailed history of Institute For Wealth Management, Llc. transactions in International Business Machines Corp stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,771 shares of IBM stock, worth $842,290. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,771
Previous 3,923 3.87%
Holding current value
$842,290
Previous $678,000 22.86%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Nov 12, 2024

SELL
$175.1 - $223.38 $26,615 - $33,953
-152 Reduced 3.87%
3,771 $833,000
Q2 2024

Jul 25, 2024

BUY
$164.43 - $190.9 $16,936 - $19,662
103 Added 2.7%
3,923 $678,000
Q1 2024

Apr 30, 2024

SELL
$159.16 - $197.78 $50,294 - $62,498
-316 Reduced 7.64%
3,820 $729,000
Q3 2023

Oct 13, 2023

SELL
$132.08 - $149.83 $10,302 - $11,686
-78 Reduced 1.85%
4,136 $580,000
Q2 2023

Jul 25, 2023

BUY
$120.9 - $138.4 $120 - $138
1 Added 0.02%
4,214 $563,000
Q1 2023

Apr 20, 2023

SELL
$123.28 - $145.87 $17,752 - $21,005
-144 Reduced 3.31%
4,213 $552,000
Q4 2022

Feb 02, 2023

SELL
$117.75 - $150.62 $2,001 - $2,560
-17 Reduced 0.39%
4,357 $613,000
Q3 2022

Oct 18, 2022

BUY
$118.81 - $141.12 $9,385 - $11,148
79 Added 1.84%
4,374 $520,000
Q2 2022

Jul 25, 2022

BUY
$125.98 - $142.88 $90,327 - $102,444
717 Added 20.04%
4,295 $606,000
Q1 2022

Apr 29, 2022

SELL
$121.35 - $138.22 $4,489 - $5,114
-37 Reduced 1.02%
3,578 $465,000
Q4 2021

Jan 21, 2022

SELL
$115.81 - $138.25 $16,329 - $19,493
-141 Reduced 3.75%
3,615 $483,000
Q3 2021

Nov 15, 2021

SELL
$127.12 - $140.38 $9,025 - $9,966
-71 Reduced 1.86%
3,756 $522,000
Q2 2021

Jul 21, 2021

SELL
$125.41 - $144.63 $50,540 - $58,285
-403 Reduced 9.53%
3,827 $561,000
Q1 2021

May 04, 2021

SELL
$113.37 - $130.38 $67,341 - $77,445
-594 Reduced 12.31%
4,230 $564,000
Q4 2020

Feb 01, 2021

SELL
$101.96 - $125.71 $44,046 - $54,306
-432 Reduced 8.22%
4,824 $607,000
Q3 2020

Nov 03, 2020

SELL
$110.62 - $123.01 $57,743 - $64,211
-522 Reduced 9.03%
5,256 $640,000
Q2 2020

Jul 30, 2020

SELL
$100.52 - $129.78 $28,246 - $36,468
-281 Reduced 4.64%
5,778 $698,000
Q1 2020

Apr 29, 2020

SELL
$90.6 - $149.87 $51,551 - $85,276
-569 Reduced 8.58%
6,059 $672,000
Q4 2019

Feb 27, 2020

BUY
$126.11 - $137.34 $723,871 - $788,331
5,740 Added 646.4%
6,628 $888,000
Q4 2019

Jan 27, 2020

SELL
$126.11 - $137.34 $749,723 - $816,486
-5,945 Reduced 87.0%
888 $888,000
Q3 2019

Oct 28, 2019

SELL
$123.87 - $144.7 $372,229 - $434,823
-3,005 Reduced 30.54%
6,833 $994,000
Q2 2019

Aug 02, 2019

BUY
$121.41 - $138.76 $271,472 - $310,267
2,236 Added 29.41%
9,838 $1.36 Million
Q1 2019

May 15, 2019

BUY
$107.94 - $135.22 $820,559 - $1.03 Million
7,602 New
7,602 $1.07 Million
Q4 2018

Feb 08, 2019

SELL
$102.84 - $146.99 $1.04 Million - $1.49 Million
-10,138 Closed
0 $0
Q3 2018

Oct 29, 2018

SELL
$133.43 - $144.94 $34 Million - $36.9 Million
-254,551 Reduced 96.17%
10,138 $1.54 Million
Q2 2018

Aug 10, 2018

BUY
$131.43 - $153.83 $33 Million - $38.6 Million
250,806 Added 1806.57%
264,689 $2.3 Million
Q1 2018

May 15, 2018

BUY
$141.1 - $161.68 $811,183 - $929,498
5,749 Added 70.68%
13,883 $2.01 Million
Q4 2017

Feb 12, 2018

BUY
$140.04 - $154.94 $1.14 Million - $1.26 Million
8,134 New
8,134 $1.28 Million
Q3 2017

Nov 14, 2017

SELL
$133.56 - $140.11 $1.06 Million - $1.12 Million
-7,969 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
7,969
7,969 $1.23 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 $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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