A detailed history of Montz Harcus Wealth Management LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 3,195 shares of IBM stock, worth $712,389. This represents 0.42% of its overall portfolio holdings.

Number of Shares
3,195
Previous 3,154 1.3%
Holding current value
$712,389
Previous $545,000 29.54%
% of portfolio
0.42%
Previous 0.36%

Shares

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

Oct 24, 2024

BUY
$175.1 - $223.38 $7,179 - $9,158
41 Added 1.3%
3,195 $706,000
Q2 2024

Jul 19, 2024

BUY
$164.43 - $190.9 $3,617 - $4,199
22 Added 0.7%
3,154 $545,000
Q1 2024

May 07, 2024

BUY
$159.16 - $197.78 $4,138 - $5,142
26 Added 0.84%
3,132 $598,000
Q4 2023

Jan 22, 2024

BUY
$136.38 - $164.71 $24,548 - $29,647
180 Added 6.15%
3,106 $507,000
Q2 2023

Jul 21, 2023

SELL
$120.9 - $138.4 $5,924 - $6,781
-49 Reduced 1.65%
2,926 $391,000
Q1 2023

Apr 25, 2023

BUY
$123.28 - $145.87 $3,575 - $4,230
29 Added 0.98%
2,975 $389,000
Q4 2022

Jan 20, 2023

BUY
$117.75 - $150.62 $7,536 - $9,639
64 Added 2.22%
2,946 $0
Q3 2022

Nov 02, 2022

SELL
$118.81 - $141.12 $4,990 - $5,927
-42 Reduced 1.44%
2,882 $342,000
Q2 2022

Jul 18, 2022

BUY
$125.98 - $142.88 $14,613 - $16,574
116 Added 4.13%
2,924 $413,000
Q1 2022

May 05, 2022

BUY
$121.35 - $138.22 $16,867 - $19,212
139 Added 5.21%
2,808 $365,000
Q4 2021

Mar 24, 2022

BUY
$115.81 - $138.25 $309,096 - $368,989
2,669 New
2,669 $357,000

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 $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...
More about IBM
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