A detailed history of Modera Wealth Management, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Modera Wealth Management, LLC holds 22,414 shares of IBM stock, worth $5.73 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
22,414
Previous 19,499 14.95%
Holding current value
$5.73 Million
Previous $3.37 Million 46.95%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 24, 2024

BUY
$175.1 - $223.38 $510,416 - $651,152
2,915 Added 14.95%
22,414 $4.96 Million
Q2 2024

Jul 29, 2024

BUY
$164.43 - $190.9 $33,708 - $39,134
205 Added 1.06%
19,499 $3.37 Million
Q1 2024

May 14, 2024

BUY
$159.16 - $197.78 $275,505 - $342,357
1,731 Added 9.86%
19,294 $3.68 Million
Q4 2023

Feb 14, 2024

SELL
$136.38 - $164.71 $272 - $329
-2 Reduced 0.01%
17,563 $2.87 Million
Q3 2023

Nov 01, 2023

SELL
$132.08 - $149.83 $335,086 - $380,118
-2,537 Reduced 12.62%
17,565 $2.46 Million
Q2 2023

Aug 07, 2023

BUY
$120.9 - $138.4 $951,966 - $1.09 Million
7,874 Added 64.39%
20,102 $2.69 Million
Q1 2023

May 05, 2023

BUY
$123.28 - $145.87 $193,056 - $228,432
1,566 Added 14.69%
12,228 $1.6 Million
Q4 2022

Feb 07, 2023

SELL
$117.75 - $150.62 $64,527 - $82,539
-548 Reduced 4.89%
10,662 $1.5 Million
Q3 2022

Nov 01, 2022

BUY
$118.81 - $141.12 $13,900 - $16,511
117 Added 1.05%
11,210 $1.33 Million
Q2 2022

Jul 27, 2022

BUY
$125.98 - $142.88 $7,558 - $8,572
60 Added 0.54%
11,093 $1.57 Million
Q1 2022

May 03, 2022

SELL
$121.35 - $138.22 $1.01 Million - $1.15 Million
-8,338 Reduced 43.04%
11,033 $1.43 Million
Q4 2021

Feb 04, 2022

BUY
$115.81 - $138.25 $878,882 - $1.05 Million
7,589 Added 64.41%
19,371 $2.59 Million
Q3 2021

Nov 04, 2021

BUY
$127.12 - $140.38 $196,527 - $217,027
1,546 Added 15.1%
11,782 $1.64 Million
Q2 2021

Aug 02, 2021

SELL
$125.41 - $144.63 $33,609 - $38,760
-268 Reduced 2.55%
10,236 $1.5 Million
Q1 2021

Apr 29, 2021

SELL
$113.37 - $130.38 $144,546 - $166,234
-1,275 Reduced 10.82%
10,504 $1.4 Million
Q4 2020

Feb 11, 2021

BUY
$101.96 - $125.71 $227,370 - $280,333
2,230 Added 23.35%
11,779 $1.48 Million
Q3 2020

Nov 12, 2020

SELL
$110.62 - $123.01 $6,415 - $7,134
-58 Reduced 0.6%
9,549 $1.16 Million
Q2 2020

Aug 12, 2020

BUY
$100.52 - $129.78 $502 - $648
5 Added 0.05%
9,607 $1.16 Million
Q1 2020

May 12, 2020

BUY
$90.6 - $149.87 $18,210 - $30,123
201 Added 2.14%
9,602 $1.07 Million
Q4 2019

Feb 05, 2020

SELL
$126.11 - $137.34 $4,287 - $4,669
-34 Reduced 0.36%
9,401 $1.26 Million
Q3 2019

Nov 12, 2019

BUY
$123.87 - $144.7 $19,943 - $23,296
161 Added 1.74%
9,435 $1.37 Million
Q2 2019

Aug 07, 2019

SELL
$121.41 - $138.76 $826,559 - $944,678
-6,808 Reduced 42.33%
9,274 $1.28 Million
Q1 2019

May 13, 2019

BUY
$107.94 - $135.22 $713,375 - $893,668
6,609 Added 69.77%
16,082 $2.27 Million
Q4 2018

Feb 14, 2019

SELL
$102.84 - $146.99 $139,245 - $199,024
-1,354 Reduced 12.51%
9,473 $1.08 Million
Q3 2018

Nov 13, 2018

BUY
$133.43 - $144.94 $63,912 - $69,426
479 Added 4.63%
10,827 $1.64 Million
Q2 2018

Aug 10, 2018

BUY
$131.43 - $153.83 $250,505 - $293,199
1,906 Added 22.58%
10,348 $1.45 Million
Q1 2018

May 10, 2018

SELL
$141.1 - $161.68 $33,017 - $37,833
-234 Reduced 2.7%
8,442 $1.3 Million
Q4 2017

Feb 05, 2018

SELL
$140.04 - $154.94 $58,816 - $65,074
-420 Reduced 4.62%
8,676 $1.33 Million
Q3 2017

Nov 14, 2017

SELL
$133.56 - $140.11 $80,403 - $84,346
-602 Reduced 6.21%
9,096 $1.32 Million
Q2 2017

Aug 10, 2017

BUY
N/A
9,698
9,698 $1.49 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 $229B
  • 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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