A detailed history of Mount Yale Investment Advisors, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 20,800 shares of IBM stock, worth $4.26 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
20,800
Previous 23,415 11.17%
Holding current value
$4.26 Million
Previous $4.05 Million 13.56%
% of portfolio
0.45%
Previous 0.32%

Shares

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

Oct 23, 2024

SELL
$175.1 - $223.38 $457,886 - $584,138
-2,615 Reduced 11.17%
20,800 $4.6 Million
Q2 2024

Aug 13, 2024

SELL
$164.43 - $190.9 $88,792 - $103,086
-540 Reduced 2.25%
23,415 $4.05 Million
Q1 2024

May 15, 2024

SELL
$159.16 - $197.78 $43,769 - $54,389
-275 Reduced 1.13%
23,955 $4.57 Million
Q4 2023

Feb 12, 2024

SELL
$136.38 - $164.71 $15,001 - $18,118
-110 Reduced 0.45%
24,230 $3.96 Million
Q3 2023

Oct 11, 2023

SELL
$132.08 - $149.83 $12,679 - $14,383
-96 Reduced 0.39%
24,340 $3.41 Million
Q2 2023

Aug 14, 2023

BUY
$120.9 - $138.4 $287,621 - $329,253
2,379 Added 10.79%
24,436 $3.27 Million
Q1 2023

May 11, 2023

BUY
$123.28 - $145.87 $6,287 - $7,439
51 Added 0.23%
22,057 $2.89 Million
Q4 2022

Feb 13, 2023

SELL
$117.75 - $150.62 $72,298 - $92,480
-614 Reduced 2.71%
22,006 $3.1 Million
Q3 2022

Nov 07, 2022

SELL
$118.81 - $141.12 $42,533 - $50,520
-358 Reduced 1.56%
22,620 $2.69 Million
Q2 2022

Aug 02, 2022

SELL
$125.98 - $142.88 $5.97 Million - $6.78 Million
-47,421 Reduced 67.36%
22,978 $3.24 Million
Q1 2022

May 03, 2022

BUY
$121.35 - $138.22 $1.42 Million - $1.62 Million
11,727 Added 19.99%
70,399 $9.15 Million
Q4 2021

Feb 02, 2022

BUY
$115.81 - $138.25 $370,823 - $442,676
3,202 Added 5.77%
58,672 $7.84 Million
Q3 2021

Nov 02, 2021

BUY
$127.12 - $140.38 $1.65 Million - $1.82 Million
12,960 Added 30.49%
55,470 $7.71 Million
Q2 2021

Aug 04, 2021

BUY
$125.41 - $144.63 $30,223 - $34,855
241 Added 0.57%
42,510 $6.23 Million
Q1 2021

May 04, 2021

BUY
$113.37 - $130.38 $529,097 - $608,483
4,667 Added 12.41%
42,269 $5.63 Million
Q4 2020

Feb 12, 2021

SELL
$101.96 - $125.71 $481,047 - $593,099
-4,718 Reduced 11.15%
37,602 $4.73 Million
Q3 2020

Nov 16, 2020

SELL
$110.62 - $123.01 $183,407 - $203,950
-1,658 Reduced 3.77%
42,320 $5.15 Million
Q2 2020

Jul 09, 2020

SELL
$100.52 - $129.78 $915,837 - $1.18 Million
-9,111 Reduced 17.16%
43,978 $5.31 Million
Q1 2020

May 04, 2020

SELL
$90.6 - $149.87 $24,552 - $40,614
-271 Reduced 0.51%
53,089 $5.89 Million
Q4 2019

Feb 13, 2020

BUY
$126.11 - $137.34 $6.51 Million - $7.09 Million
51,634 Added 2991.54%
53,360 $7.67 Million
Q3 2019

Nov 14, 2019

BUY
$123.87 - $144.7 $247 - $289
2 Added 0.12%
1,726 $234,000
Q2 2019

Aug 13, 2019

BUY
$121.41 - $138.76 $1,214 - $1,387
10 Added 0.58%
1,724 $240,000
Q1 2019

May 15, 2019

SELL
$107.94 - $135.22 $16,298 - $20,418
-151 Reduced 8.1%
1,714 $242,000
Q4 2018

Feb 14, 2019

BUY
$102.84 - $146.99 $514 - $734
5 Added 0.27%
1,865 $250,000
Q3 2018

Nov 13, 2018

SELL
$133.43 - $144.94 $6.69 Million - $7.27 Million
-50,144 Reduced 96.42%
1,860 $232,000
Q2 2018

Aug 22, 2018

BUY
$131.43 - $153.83 $1.06 Million - $1.24 Million
8,073 Added 18.38%
52,004 $7.27 Million
Q1 2018

Jun 25, 2018

BUY
$141.1 - $161.68 $6.2 Million - $7.1 Million
43,931 New
43,931 $6.74 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 $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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