A detailed history of Pacific Capital Wealth Advisors, Inc transactions in International Business Machines Corp stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 1,008 shares of IBM stock, worth $225,046. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,008
Previous 1,014 0.59%
Holding current value
$225,046
Previous $224,000 1.34%
% of portfolio
0.04%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

SELL
$204.9 - $238.04 $1,229 - $1,428
-6 Reduced 0.59%
1,008 $221,000
Q3 2024

Oct 15, 2024

BUY
$175.1 - $223.38 $1,050 - $1,340
6 Added 0.6%
1,014 $224,000
Q2 2024

Aug 06, 2024

BUY
$164.43 - $190.9 $21,375 - $24,817
130 Added 14.81%
1,008 $174,000
Q1 2024

May 15, 2024

BUY
$159.16 - $197.78 $1,909 - $2,373
12 Added 1.39%
878 $167,000
Q4 2023

Feb 06, 2024

BUY
$136.38 - $164.71 $118,105 - $142,638
866 New
866 $141,000
Q4 2020

Feb 16, 2021

SELL
$101.96 - $125.71 $86,767 - $106,979
-851 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
$110.62 - $123.01 $94,137 - $104,681
851 New
851 $104,000

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
Track This Portfolio

Track Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc 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 Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.