A detailed history of Mission Wealth Management, LP transactions in International Business Machines Corp stock. As of the latest transaction made, Mission Wealth Management, LP holds 22,145 shares of IBM stock, worth $5.07 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
22,145
Previous 21,883 1.2%
Holding current value
$5.07 Million
Previous $3.78 Million 29.36%
% of portfolio
0.12%
Previous 0.1%

Shares

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

Oct 31, 2024

BUY
$175.1 - $223.38 $45,876 - $58,525
262 Added 1.2%
22,145 $4.9 Million
Q2 2024

Aug 02, 2024

BUY
$164.43 - $190.9 $79,584 - $92,395
484 Added 2.26%
21,883 $3.78 Million
Q1 2024

Apr 30, 2024

BUY
$159.16 - $197.78 $295,878 - $367,673
1,859 Added 9.51%
21,399 $4.09 Million
Q4 2023

Feb 05, 2024

BUY
$136.38 - $164.71 $130,788 - $157,956
959 Added 5.16%
19,540 $3.2 Million
Q3 2023

Oct 23, 2023

BUY
$132.08 - $149.83 $1.06 Million - $1.21 Million
8,061 Added 76.63%
18,581 $2.61 Million
Q2 2023

Aug 04, 2023

BUY
$120.9 - $138.4 $2,297 - $2,629
19 Added 0.18%
10,520 $1.41 Million
Q1 2023

Apr 07, 2023

SELL
$123.28 - $145.87 $29,957 - $35,446
-243 Reduced 2.26%
10,501 $1.38 Million
Q4 2022

Feb 02, 2023

BUY
$117.75 - $150.62 $68,412 - $87,510
581 Added 5.72%
10,744 $1.51 Million
Q3 2022

Oct 12, 2022

SELL
$118.81 - $141.12 $239,758 - $284,780
-2,018 Reduced 16.57%
10,163 $1.21 Million
Q2 2022

Jul 27, 2022

BUY
$125.98 - $142.88 $74,454 - $84,442
591 Added 5.1%
12,181 $1.72 Million
Q1 2022

Apr 25, 2022

BUY
$121.35 - $138.22 $133,849 - $152,456
1,103 Added 10.52%
11,590 $1.51 Million
Q4 2021

Feb 11, 2022

BUY
$115.81 - $138.25 $20,035 - $23,917
173 Added 1.68%
10,487 $1.4 Million
Q3 2021

Nov 05, 2021

BUY
$127.12 - $140.38 $95,975 - $105,986
755 Added 7.9%
10,314 $1.43 Million
Q2 2021

Aug 10, 2021

SELL
$125.41 - $144.63 $77,754 - $89,670
-620 Reduced 6.09%
9,559 $1.4 Million
Q1 2021

May 10, 2021

BUY
$113.37 - $130.38 $109,742 - $126,207
968 Added 10.51%
10,179 $1.36 Million
Q4 2020

Jan 19, 2021

BUY
$101.96 - $125.71 $183,426 - $226,152
1,799 Added 24.27%
9,211 $1.16 Million
Q3 2020

Oct 16, 2020

BUY
$110.62 - $123.01 $17,699 - $19,681
160 Added 2.21%
7,412 $902,000
Q2 2020

Aug 03, 2020

SELL
$100.52 - $129.78 $105,747 - $136,528
-1,052 Reduced 12.67%
7,252 $876,000
Q1 2020

Apr 10, 2020

BUY
$90.6 - $149.87 $84,892 - $140,428
937 Added 12.72%
8,304 $921,000
Q4 2019

Jan 21, 2020

SELL
$126.11 - $137.34 $29,005 - $31,588
-230 Reduced 3.03%
7,367 $987,000
Q3 2019

Oct 16, 2019

BUY
$123.87 - $144.7 $12,263 - $14,325
99 Added 1.32%
7,597 $1.11 Million
Q2 2019

Aug 09, 2019

SELL
$121.41 - $138.76 $134,158 - $153,329
-1,105 Reduced 12.84%
7,498 $1.03 Million
Q1 2019

May 14, 2019

BUY
$107.94 - $135.22 $211,130 - $264,490
1,956 Added 29.43%
8,603 $1.21 Million
Q4 2018

Feb 08, 2019

SELL
$102.84 - $146.99 $31,057 - $44,390
-302 Reduced 4.35%
6,647 $756,000
Q3 2018

Nov 01, 2018

SELL
$133.43 - $144.94 $490,622 - $532,944
-3,677 Reduced 34.6%
6,949 $1.05 Million
Q2 2018

Aug 08, 2018

BUY
$131.43 - $153.83 $419,130 - $490,563
3,189 Added 42.88%
10,626 $1.49 Million
Q1 2018

May 04, 2018

BUY
$141.1 - $161.68 $4,797 - $5,497
34 Added 0.46%
7,437 $1.14 Million
Q4 2017

Feb 09, 2018

SELL
$140.04 - $154.94 $16,664 - $18,437
-119 Reduced 1.58%
7,403 $1.14 Million
Q3 2017

Nov 13, 2017

SELL
$133.56 - $140.11 $107,115 - $112,368
-802 Reduced 9.63%
7,522 $1.09 Million
Q2 2017

Aug 11, 2017

BUY
N/A
8,324
8,324 $1.28 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 $205B
  • 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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