Liberty Wealth Management LLC International Business Machines Corp Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Liberty Wealth Management LLC holds 4,720 shares of IBM stock, worth $1.05 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

4,720

Previous 29,780 84.15%

Holding current value

$1.05 Million

Previous $838,000 24.46%

% of portfolio

0.18%

Previous 0.15%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$175.1 - $223.38 $4.39 Million - $5.6 Million	-25,060 Reduced 84.15%	4,720 $1.04 Million
Q2 2024 Aug 06, 2024	BUY	$164.43 - $190.9 $4.12 Million - $4.79 Million	25,078 Added 533.35%	29,780 $838,000
Q1 2024 May 02, 2024	BUY	$159.16 - $197.78 $11,300 - $14,042	71 Added 1.53%	4,702 $898,000
Q4 2023 Feb 08, 2024	SELL	$136.38 - $164.71 $7,637 - $9,223	-56 Reduced 1.19%	4,631 $757,000
Q3 2023 Nov 13, 2023	BUY	$132.08 - $149.83 $14,132 - $16,031	107 Added 2.34%	4,687 $658,000
Q2 2023 Aug 10, 2023	BUY	$120.9 - $138.4 $11,606 - $13,286	96 Added 2.14%	4,580 $612,000
Q1 2023 May 03, 2023	BUY	$123.28 - $145.87 $36,614 - $43,323	297 Added 7.09%	4,484 $587,000
Q3 2022 Nov 15, 2022	BUY	$118.81 - $141.12 $7,009 - $8,326	59 Added 1.43%	4,187 $497,000
Q2 2022 Aug 15, 2022	BUY	$125.98 - $142.88 $5,291 - $6,000	42 Added 1.03%	4,128 $582,000
Q1 2022 May 09, 2022	SELL	$121.35 - $138.22 $21,721 - $24,741	-179 Reduced 4.2%	4,086 $531,000
Q4 2021 Feb 15, 2022	BUY	$115.81 - $138.25 $16,445 - $19,631	142 Added 3.44%	4,265 $570,000
Q2 2021 Aug 13, 2021	SELL	$125.41 - $144.63 $75.3 Million - $86.8 Million	-600,244 Reduced 99.32%	4,123 $604,000
Q2 2021 Aug 13, 2021	BUY	$125.41 - $144.63 $75.3 Million - $86.8 Million	600,072 Added 13971.41%	604,367 $4.12 Million
Q4 2020 Feb 09, 2021	BUY	$101.96 - $125.71 $74,124 - $91,391	727 Added 20.38%	4,295 $517,000
Q3 2020 Nov 05, 2020	SELL	$110.62 - $123.01 $7,522 - $8,364	-68 Reduced 1.87%	3,568 $434,000
Q2 2020 Aug 04, 2020	BUY	$100.52 - $129.78 $32,870 - $42,438	327 Added 9.88%	3,636 $439,000
Q1 2020 Apr 27, 2020	BUY	$90.6 - $149.87 $13,318 - $22,030	147 Added 4.65%	3,309 $367,000
Q4 2019 Feb 05, 2020	BUY	$126.11 - $137.34 $296,736 - $323,161	2,353 Added 290.85%	3,162 $424,000
Q3 2019 Oct 30, 2019	SELL	$123.87 - $144.7 $343,739 - $401,542	-2,775 Reduced 77.43%	809 $118,000
Q2 2019 Jul 30, 2019	BUY	$121.41 - $138.76 $357,431 - $408,509	2,944 Added 460.0%	3,584 $494,000
Q1 2019 Apr 18, 2019	SELL	$107.94 - $135.22 $49,004 - $61,389	-454 Reduced 41.5%	640 $90,000
Q4 2018 Mar 26, 2019	BUY	$102.84 - $146.99 $112,506 - $160,807	1,094 New	1,094 $124,000

Others Institutions Holding IBM

# of Institutions

3,218

Shares Held

550M

Call Options Held

16.1M

Put Options Held

11.3M

View Full List

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...

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Liberty Wealth Management LLC International Business Machines Corp Transaction History