A detailed history of Monograph Wealth Advisors, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 2,916 shares of IBM stock, worth $597,750. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,916
Previous 2,406 21.2%
Holding current value
$597,750
Previous $416,000 54.81%
% of portfolio
0.09%
Previous 0.06%

Shares

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

Nov 14, 2024

BUY
$175.1 - $223.38 $89,301 - $113,923
510 Added 21.2%
2,916 $644,000
Q2 2024

Aug 14, 2024

SELL
$164.43 - $190.9 $1.8 Million - $2.09 Million
-10,957 Reduced 82.0%
2,406 $416,000
Q1 2024

May 14, 2024

BUY
$159.16 - $197.78 $1.73 Million - $2.15 Million
10,852 Added 432.18%
13,363 $2.55 Million
Q4 2023

Feb 14, 2024

BUY
$136.38 - $164.71 $21,820 - $26,353
160 Added 6.81%
2,511 $410,000
Q3 2023

Nov 15, 2023

BUY
$132.08 - $149.83 $924 - $1,048
7 Added 0.3%
2,351 $329,000
Q2 2023

Aug 11, 2023

BUY
$120.9 - $138.4 $967 - $1,107
8 Added 0.34%
2,344 $313,000
Q1 2023

May 09, 2023

BUY
$123.28 - $145.87 $91,597 - $108,381
743 Added 46.64%
2,336 $306,000
Q4 2022

Feb 14, 2023

SELL
$117.75 - $150.62 $34,265 - $43,830
-291 Reduced 15.45%
1,593 $224,000
Q3 2022

Nov 15, 2022

BUY
$118.81 - $141.12 $1,306 - $1,552
11 Added 0.59%
1,884 $224,000
Q2 2022

Aug 10, 2022

SELL
$125.98 - $142.88 $755 - $857
-6 Reduced 0.32%
1,873 $264,000
Q1 2022

May 13, 2022

BUY
$121.35 - $138.22 $228,016 - $259,715
1,879 New
1,879 $244,000

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 $184B
  • 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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