Naviter Wealth, LLC International Business Machines Corp Transaction History

Naviter Wealth, LLC

  • $842 Million
  • Q3 2025

A detailed history of Naviter Wealth, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Naviter Wealth, LLC holds 9,884 shares of IBM stock, worth $3.06 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
9,884
Previous 9,739 1.49%
Holding current value
$3.06 Million
Previous $2.87 Million 2.86%
% of portfolio
0.33%
Previous 0.36%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$234.77 - $292.47 $34,041 - $42,408
145 Added 1.49%
9,884 $2.79 Million
Q2 2025

Jul 28, 2025
SELL
$221.03 - $294.78 $189,864 - $253,216
-859 Reduced 8.11%
9,739 $2.87 Million
Q1 2025

Apr 25, 2025
BUY
$217.4 - $264.74 $15,000 - $18,267
69 Added 0.66%
10,598 $2.64 Million
Q4 2024

Feb 07, 2025
BUY
$204.9 - $238.04 $113,104 - $131,398
552 Added 5.53%
10,529 $2.31 Million
Q3 2024

Oct 16, 2024
SELL
$175.1 - $223.38 $26,089 - $33,283
-149 Reduced 1.47%
9,977 $2.21 Million
Q2 2024

Aug 01, 2024
BUY
$164.43 - $190.9 $209,977 - $243,779
1,277 Added 14.43%
10,126 $1.75 Million
Q1 2024

Apr 18, 2024
BUY
$159.16 - $197.78 $155,181 - $192,835
975 Added 12.38%
8,849 $1.69 Million
Q4 2023

Feb 05, 2024
BUY
$136.38 - $164.71 $180,157 - $217,581
1,321 Added 20.16%
7,874 $1.29 Million
Q3 2023

Nov 14, 2023
BUY
$132.08 - $149.83 $36,189 - $41,053
274 Added 4.36%
6,553 $919,000
Q2 2023

Jul 20, 2023
BUY
$120.9 - $138.4 $170,469 - $195,144
1,410 Added 28.96%
6,279 $840,000
Q1 2023

Apr 12, 2023
BUY
$123.28 - $145.87 $91,103 - $107,797
739 Added 17.89%
4,869 $638,000
Q4 2022

Jan 31, 2023
BUY
$117.75 - $150.62 $74,771 - $95,643
635 Added 18.17%
4,130 $581,000
Q3 2022

Oct 27, 2022
BUY
$118.81 - $141.12 $49,424 - $58,705
416 Added 13.51%
3,495 $415,000
Q2 2022

Jul 18, 2022
BUY
$125.98 - $142.88 $387,892 - $439,927
3,079 New
3,079 $435,000

Others Institutions Holding IBM

# of Institutions
3,876
Shares Held
583M
Call Options Held
13M
Put Options Held
11.9M
View Full List

About INTERNATIONAL BUSINESS MACHINES CORP

IBM Quotes by TradingView
  • Ticker IBM
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 896,320,000
  • Market Cap $277B
  • 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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