A detailed history of Navis Wealth Advisors, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 2,954 shares of IBM stock, worth $662,907. This represents 0.72% of its overall portfolio holdings.

Number of Shares
2,954
Previous 2,994 1.34%
Holding current value
$662,907
Previous $517,000 26.31%
% of portfolio
0.72%
Previous 0.6%

Shares

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

Oct 24, 2024

SELL
$175.1 - $223.38 $7,004 - $8,935
-40 Reduced 1.34%
2,954 $653,000
Q2 2024

Aug 02, 2024

SELL
$164.43 - $190.9 $986 - $1,145
-6 Reduced 0.2%
2,994 $517,000
Q1 2024

Apr 29, 2024

BUY
$159.16 - $197.78 $7,798 - $9,691
49 Added 1.66%
3,000 $572,000
Q4 2023

Feb 05, 2024

SELL
$136.38 - $164.71 $5,455 - $6,588
-40 Reduced 1.34%
2,951 $482,000
Q1 2023

May 11, 2023

BUY
$123.28 - $145.87 $4,931 - $5,834
40 Added 1.36%
2,991 $392,000
Q1 2022

May 13, 2022

SELL
$121.35 - $138.22 $4,854 - $5,528
-40 Reduced 1.34%
2,951 $384,000
Q1 2021

May 18, 2021

BUY
$113.37 - $130.38 $56,685 - $65,190
500 Added 20.07%
2,991 $399,000
Q4 2020

Mar 04, 2021

BUY
$101.96 - $125.71 $253,982 - $313,143
2,491 New
2,491 $314,000

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 $201B
  • 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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