A detailed history of Oxford Financial Group LTD transactions in International Business Machines Corp stock. As of the latest transaction made, Oxford Financial Group LTD holds 4,022 shares of IBM stock, worth $898,353. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,022
Previous 4,303 6.53%
Holding current value
$898,353
Previous $744,000 19.49%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Nov 12, 2024

SELL
$175.1 - $223.38 $49,203 - $62,769
-281 Reduced 6.53%
4,022 $889,000
Q2 2024

Aug 13, 2024

BUY
$164.43 - $190.9 $430,642 - $499,967
2,619 Added 155.52%
4,303 $744,000
Q1 2024

May 13, 2024

BUY
$159.16 - $197.78 $12,573 - $15,624
79 Added 4.92%
1,684 $321,000
Q4 2023

Feb 14, 2024

BUY
$136.38 - $164.71 $13,638 - $16,471
100 Added 6.64%
1,605 $262,000
Q3 2023

Nov 13, 2023

SELL
$132.08 - $149.83 $20,076 - $22,774
-152 Reduced 9.17%
1,505 $211,000
Q2 2023

Aug 10, 2023

SELL
$120.9 - $138.4 $13,178 - $15,085
-109 Reduced 6.17%
1,657 $221,000
Q1 2023

May 12, 2023

BUY
$123.28 - $145.87 $217,712 - $257,606
1,766 New
1,766 $231,000
Q2 2022

Aug 11, 2022

BUY
$125.98 - $142.88 $306,509 - $347,627
2,433 New
2,433 $344,000
Q1 2022

May 13, 2022

SELL
$121.35 - $138.22 $262,358 - $298,831
-2,162 Closed
0 $0
Q3 2021

Nov 12, 2021

SELL
$127.12 - $140.38 $175,044 - $193,303
-1,377 Reduced 38.91%
2,162 $300,000
Q2 2021

Aug 03, 2021

BUY
$125.41 - $144.63 $12,541 - $14,463
100 Added 2.91%
3,539 $519,000
Q4 2020

Feb 10, 2021

SELL
$101.96 - $125.71 $17,333 - $21,370
-170 Reduced 4.71%
3,439 $433,000
Q3 2020

Nov 12, 2020

SELL
$110.62 - $123.01 $4,977 - $5,535
-45 Reduced 1.23%
3,609 $439,000
Q2 2020

Aug 05, 2020

BUY
$100.52 - $129.78 $100,520 - $129,780
1,000 Added 37.68%
3,654 $441,000
Q1 2020

May 12, 2020

BUY
$90.6 - $149.87 $240,452 - $397,754
2,654 New
2,654 $294,000

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 $200B
  • 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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