A detailed history of Kingswood Wealth Advisors, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 9,992 shares of IBM stock, worth $1.77 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
9,992
Previous 13,219 24.41%
Holding current value
$1.77 Million
Previous $2.16 Billion 11.74%
% of portfolio
0.22%
Previous 0.25%

Shares

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

Apr 15, 2024

SELL
$159.16 - $197.78 $513,609 - $638,236
-3,227 Reduced 24.41%
9,992 $1.91 Billion
Q4 2023

Jan 16, 2024

BUY
$136.38 - $164.71 $840,919 - $1.02 Million
6,166 Added 87.42%
13,219 $2.16 Billion
Q3 2023

Oct 23, 2023

BUY
$132.08 - $149.83 $537,829 - $610,107
4,072 Added 136.6%
7,053 $990 Million
Q2 2023

Aug 09, 2023

BUY
$120.9 - $138.4 $360,402 - $412,570
2,981 New
2,981 $399 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 $159B
  • 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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