A detailed history of Monterey Private Wealth, Inc. transactions in International Business Machines Corp stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 1,227 shares of IBM stock, worth $263,547. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,227
Previous 1,218 0.74%
Holding current value
$263,547
Previous $232,000 8.62%
% of portfolio
0.08%
Previous 0.09%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024

BUY
$164.43 - $190.9 $1,479 - $1,718
9 Added 0.74%
1,227 $212,000
Q1 2024

Apr 09, 2024

BUY
$159.16 - $197.78 $193,856 - $240,896
1,218 New
1,218 $232,000
Q2 2021

Aug 30, 2021

SELL
$125.41 - $144.63 $187,864 - $216,655
-1,498 Closed
0 $0
Q1 2021

Apr 28, 2021

BUY
$113.37 - $130.38 $169,828 - $195,309
1,498 New
1,498 $212,000
Q1 2020

Feb 24, 2021

SELL
$90.6 - $149.87 $158,550 - $262,272
-1,750 Closed
0 $0
Q4 2019

Feb 24, 2021

BUY
$126.11 - $137.34 $220,692 - $240,345
1,750 New
1,750 $235,000

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 $193B
  • 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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