A detailed history of Morris Retirement Advisors, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 2,213 shares of IBM stock, worth $493,122. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,213
Previous 1,729 27.99%
Holding current value
$493,122
Previous $299,000 63.55%
% of portfolio
0.27%
Previous 0.17%

Shares

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

Oct 03, 2024

BUY
$175.1 - $223.38 $84,748 - $108,115
484 Added 27.99%
2,213 $489,000
Q2 2024

Aug 06, 2024

BUY
$164.43 - $190.9 $8,385 - $9,735
51 Added 3.04%
1,729 $299,000
Q1 2024

May 03, 2024

SELL
$159.16 - $197.78 $1,909 - $2,373
-12 Reduced 0.71%
1,678 $320,000
Q4 2023

Feb 12, 2024

SELL
$136.38 - $164.71 $321,720 - $388,550
-2,359 Reduced 58.26%
1,690 $276,000
Q3 2023

Nov 08, 2023

BUY
$132.08 - $149.83 $171,968 - $195,078
1,302 Added 47.4%
4,049 $568,000
Q2 2023

Jul 17, 2023

SELL
$120.9 - $138.4 $26,235 - $30,032
-217 Reduced 7.32%
2,747 $367,000
Q1 2023

Apr 13, 2023

BUY
$123.28 - $145.87 $116,746 - $138,138
947 Added 46.95%
2,964 $388,000
Q4 2022

Feb 02, 2023

BUY
$117.75 - $150.62 $13,894 - $17,773
118 Added 6.21%
2,017 $284,000
Q3 2022

Oct 14, 2022

BUY
$118.81 - $141.12 $1,425 - $1,693
12 Added 0.64%
1,899 $224,000
Q2 2022

Aug 08, 2022

BUY
$125.98 - $142.88 $237,724 - $269,614
1,887 New
1,887 $266,000

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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