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 $579,345. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,562
Previous 2,557 0.2%
Holding current value
$579,345
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 $203B
  • 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
Track This Portfolio

Track Institutional & Family Asset Management, LLC Portfolio

Follow Institutional & Family Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.