A detailed history of Optimum Investment Advisors transactions in International Business Machines Corp stock. As of the latest transaction made, Optimum Investment Advisors holds 2,726 shares of IBM stock, worth $623,790. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,726
Previous 2,726 -0.0%
Holding current value
$623,790
Previous $471,000 27.81%
% of portfolio
0.26%
Previous 0.21%

Shares

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

Apr 11, 2024

BUY
$159.16 - $197.78 $31,832 - $39,556
200 Added 7.92%
2,726 $520,000
Q4 2023

Jan 08, 2024

SELL
$136.38 - $164.71 $61,507 - $74,284
-451 Reduced 15.15%
2,526 $413,000
Q3 2023

Oct 13, 2023

BUY
$132.08 - $149.83 $132 - $149
1 Added 0.03%
2,977 $417,000
Q2 2023

Aug 03, 2023

BUY
$120.9 - $138.4 $26,477 - $30,309
219 Added 7.94%
2,976 $398,000
Q1 2023

May 03, 2023

BUY
$123.28 - $145.87 $19,971 - $23,630
162 Added 6.24%
2,757 $361,000
Q3 2022

Oct 24, 2022

BUY
$118.81 - $141.12 $1,900 - $2,257
16 Added 0.62%
2,595 $308,000
Q2 2022

Jul 12, 2022

BUY
$125.98 - $142.88 $7,180 - $8,144
57 Added 2.26%
2,579 $364,000
Q1 2022

Apr 08, 2022

SELL
$121.35 - $138.22 $103,996 - $118,454
-857 Reduced 25.36%
2,522 $328,000
Q4 2021

Mar 17, 2022

SELL
$115.81 - $138.25 $347 - $414
-3 Reduced 0.09%
3,379 $452,000
Q3 2021

Oct 22, 2021

SELL
$127.12 - $140.38 $53,009 - $58,538
-417 Reduced 10.98%
3,382 $470,000
Q2 2021

Aug 02, 2021

BUY
$125.41 - $144.63 $36,494 - $42,087
291 Added 8.3%
3,799 $557,000
Q1 2021

Apr 15, 2021

SELL
$113.37 - $130.38 $37,071 - $42,634
-327 Reduced 8.53%
3,508 $467,000
Q4 2020

Jan 21, 2021

SELL
$101.96 - $125.71 $5,709 - $7,039
-56 Reduced 1.44%
3,835 $483,000
Q3 2020

Oct 06, 2020

SELL
$110.62 - $123.01 $45,132 - $50,188
-408 Reduced 9.49%
3,891 $473,000
Q2 2020

Jul 16, 2020

BUY
$100.52 - $129.78 $11,157 - $14,405
111 Added 2.65%
4,299 $519,000
Q1 2020

Apr 21, 2020

SELL
$90.6 - $149.87 $7,610 - $12,589
-84 Reduced 1.97%
4,188 $465,000
Q4 2019

Jan 22, 2020

SELL
$126.11 - $137.34 $150,323 - $163,709
-1,192 Reduced 21.82%
4,272 $573,000
Q3 2019

Oct 17, 2019

BUY
$123.87 - $144.7 $26,136 - $30,531
211 Added 4.02%
5,464 $795,000
Q2 2019

Jul 29, 2019

SELL
$121.41 - $138.76 $10,684 - $12,210
-88 Reduced 1.65%
5,253 $724,000
Q1 2019

May 03, 2019

SELL
$107.94 - $135.22 $9,606 - $12,034
-89 Reduced 1.64%
5,341 $754,000
Q4 2018

Feb 04, 2019

SELL
$102.84 - $146.99 $13,163 - $18,814
-128 Reduced 2.3%
5,430 $617,000
Q3 2018

Oct 05, 2018

SELL
$133.43 - $144.94 $25,751 - $27,973
-193 Reduced 3.36%
5,558 $840,000
Q2 2018

Oct 05, 2018

SELL
$131.43 - $153.83 $38,114 - $44,610
-290 Reduced 4.8%
5,751 $803,000
Q1 2018

May 09, 2018

BUY
$141.1 - $161.68 $15,379 - $17,623
109 Added 1.84%
6,041 $927,000
Q4 2017

Jan 16, 2018

SELL
$140.04 - $154.94 $99,008 - $109,542
-707 Reduced 10.65%
5,932 $910,000
Q3 2017

Nov 21, 2017

SELL
$133.56 - $140.11 $48,348 - $50,719
-362 Reduced 5.17%
6,639 $963,000
Q2 2017

Aug 14, 2017

BUY
N/A
7,001
7,001 $1.08 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 $205B
  • 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 Optimum Investment Advisors Portfolio

Follow Optimum Investment Advisors 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 Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.