A detailed history of Institutional & Family Asset Management, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 2,562 shares of IBM stock, worth $450,220. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,562
Previous 2,557 0.2%
Holding current value
$450,220
Previous $488,000 9.22%
% of portfolio
0.05%
Previous 0.06%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024

BUY
$164.43 - $190.9 $822 - $954
5 Added 0.2%
2,562 $443,000
Q1 2024

May 08, 2024

BUY
$159.16 - $197.78 $477 - $593
3 Added 0.12%
2,557 $488,000
Q4 2023

Feb 06, 2024

BUY
$136.38 - $164.71 $681 - $823
5 Added 0.2%
2,554 $417,000
Q3 2023

Nov 13, 2023

BUY
$132.08 - $149.83 $660 - $749
5 Added 0.2%
2,549 $357,000
Q2 2023

Aug 09, 2023

SELL
$120.9 - $138.4 $1,571 - $1,799
-13 Reduced 0.51%
2,544 $340,000
Q1 2023

May 08, 2023

BUY
$123.28 - $145.87 $2,958 - $3,500
24 Added 0.95%
2,557 $335,000
Q4 2022

Feb 08, 2023

BUY
$117.75 - $150.62 $471 - $602
4 Added 0.16%
2,533 $356,000
Q3 2022

Nov 07, 2022

BUY
$118.81 - $141.12 $175,007 - $207,869
1,473 Added 139.49%
2,529 $300,000
Q2 2022

Aug 08, 2022

BUY
$125.98 - $142.88 $629 - $714
5 Added 0.48%
1,056 $149,000
Q1 2022

May 11, 2022

BUY
$121.35 - $138.22 $606 - $691
5 Added 0.48%
1,051 $137,000
Q4 2021

Feb 14, 2022

SELL
$115.81 - $138.25 $2,432 - $2,903
-21 Reduced 1.97%
1,046 $140,000
Q3 2021

Nov 10, 2021

SELL
$127.12 - $140.38 $5,593 - $6,176
-44 Reduced 3.96%
1,067 $148,000
Q2 2021

Aug 10, 2021

BUY
$125.41 - $144.63 $627 - $723
5 Added 0.45%
1,111 $163,000
Q1 2021

May 06, 2021

SELL
$113.37 - $130.38 $56,231 - $64,668
-496 Reduced 30.96%
1,106 $147,000
Q4 2020

Feb 03, 2021

BUY
$101.96 - $125.71 $51,387 - $63,357
504 Added 45.9%
1,602 $202,000
Q3 2020

Oct 30, 2020

SELL
$110.62 - $123.01 $2,544 - $2,829
-23 Reduced 2.05%
1,098 $134,000
Q2 2020

Aug 14, 2020

BUY
$100.52 - $129.78 $502 - $648
5 Added 0.45%
1,121 $135,000
Q1 2020

May 14, 2020

BUY
$90.6 - $149.87 $2,989 - $4,945
33 Added 3.05%
1,116 $124,000
Q4 2019

Feb 14, 2020

SELL
$126.11 - $137.34 $1,134 - $1,236
-9 Reduced 0.82%
1,083 $145,000
Q3 2019

Nov 14, 2019

BUY
$123.87 - $144.7 $4,583 - $5,353
37 Added 3.51%
1,092 $159,000
Q2 2019

Aug 14, 2019

BUY
$121.41 - $138.76 $485 - $555
4 Added 0.38%
1,055 $146,000
Q1 2019

May 13, 2019

SELL
$107.94 - $135.22 $141,293 - $177,002
-1,309 Reduced 55.47%
1,051 $148,000
Q4 2018

Feb 14, 2019

SELL
$102.84 - $146.99 $5,553 - $7,937
-54 Reduced 2.24%
2,360 $268,000
Q3 2018

Nov 13, 2018

SELL
$133.43 - $144.94 $33,224 - $36,090
-249 Reduced 9.35%
2,414 $365,000
Q2 2018

Aug 13, 2018

BUY
$131.43 - $153.83 $2,365 - $2,768
18 Added 0.68%
2,663 $372,000
Q1 2018

May 14, 2018

BUY
$141.1 - $161.68 $5,220 - $5,982
37 Added 1.42%
2,645 $406,000
Q4 2017

Feb 14, 2018

SELL
$140.04 - $154.94 $1,960 - $2,169
-14 Reduced 0.53%
2,608 $400,000
Q3 2017

Nov 14, 2017

SELL
$133.56 - $140.11 $11,486 - $12,049
-86 Reduced 3.18%
2,622 $380,000
Q2 2017

Aug 14, 2017

BUY
N/A
2,708
2,708 $417,000

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 $158B
  • 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...
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