A detailed history of Oak Harbor Wealth Partners, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 3,980 shares of IBM stock, worth $700,559. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,980
Previous 3,977 0.08%
Holding current value
$700,559
Previous $650,000 16.92%
% of portfolio
0.24%
Previous 0.22%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$159.16 - $197.78 $477 - $593
3 Added 0.08%
3,980 $760,000
Q4 2023

Feb 09, 2024

SELL
$136.38 - $164.71 $1.64 Million - $1.98 Million
-11,995 Reduced 75.1%
3,977 $650,000
Q3 2023

Oct 19, 2023

SELL
$132.08 - $149.83 $32,491 - $36,858
-246 Reduced 1.52%
15,972 $2.24 Million
Q2 2023

Jul 27, 2023

BUY
$120.9 - $138.4 $1,209 - $1,384
10 Added 0.06%
16,218 $2.17 Million
Q1 2023

Apr 24, 2023

BUY
$123.28 - $145.87 $616 - $729
5 Added 0.03%
16,208 $2.12 Million
Q4 2022

Jan 18, 2023

BUY
$117.75 - $150.62 $588 - $753
5 Added 0.03%
16,203 $0
Q3 2022

Nov 03, 2022

BUY
$118.81 - $141.12 $6,534 - $7,761
55 Added 0.34%
16,198 $1.93 Million
Q2 2022

Jul 25, 2022

SELL
$125.98 - $142.88 $9,070 - $10,287
-72 Reduced 0.44%
16,143 $2.28 Million
Q1 2022

May 11, 2022

BUY
$121.35 - $138.22 $364 - $414
3 Added 0.02%
16,215 $2.11 Million
Q4 2021

Feb 17, 2022

BUY
$115.81 - $138.25 $1.88 Million - $2.24 Million
16,212 New
16,212 $2.17 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 $158B
  • 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
Track This Portfolio

Track Oak Harbor Wealth Partners, LLC Portfolio

Follow Oak Harbor Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.