A detailed history of Personal Cfo Solutions, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 5,355 shares of IBM stock, worth $1.15 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,355
Previous 5,279 1.44%
Holding current value
$1.15 Million
Previous $913,000 29.57%
% of portfolio
0.17%
Previous 0.14%

Shares

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

Nov 14, 2024

BUY
$175.1 - $223.38 $13,307 - $16,976
76 Added 1.44%
5,355 $1.18 Million
Q2 2024

Aug 09, 2024

BUY
$164.43 - $190.9 $7,234 - $8,399
44 Added 0.84%
5,279 $913,000
Q1 2024

May 13, 2024

SELL
$159.16 - $197.78 $113,481 - $141,017
-713 Reduced 11.99%
5,235 $999,000
Q4 2023

Feb 13, 2024

BUY
$136.38 - $164.71 $196,523 - $237,347
1,441 Added 31.97%
5,948 $972,000
Q3 2023

Nov 13, 2023

BUY
$132.08 - $149.83 $2,245 - $2,547
17 Added 0.38%
4,507 $632,000
Q2 2023

Aug 10, 2023

SELL
$120.9 - $138.4 $217,378 - $248,843
-1,798 Reduced 28.59%
4,490 $600,000
Q1 2023

May 09, 2023

SELL
$123.28 - $145.87 $4,068 - $4,813
-33 Reduced 0.52%
6,288 $824,000
Q4 2022

Feb 14, 2023

BUY
$117.75 - $150.62 $69,354 - $88,715
589 Added 10.28%
6,321 $890,000
Q3 2022

Nov 01, 2022

BUY
$118.81 - $141.12 $26,613 - $31,610
224 Added 4.07%
5,732 $681,000
Q2 2022

Aug 05, 2022

BUY
$125.98 - $142.88 $29,479 - $33,433
234 Added 4.44%
5,508 $778,000
Q1 2022

May 02, 2022

SELL
$121.35 - $138.22 $197,315 - $224,745
-1,626 Reduced 23.57%
5,274 $686,000
Q4 2021

Feb 11, 2022

BUY
$115.81 - $138.25 $5,906 - $7,050
51 Added 0.74%
6,900 $922,000
Q3 2021

Nov 18, 2021

BUY
$127.12 - $140.38 $356,190 - $393,344
2,802 Added 69.24%
6,849 $952,000
Q2 2021

Jul 22, 2021

SELL
$125.41 - $144.63 $201,784 - $232,709
-1,609 Reduced 28.45%
4,047 $593,000
Q1 2021

Apr 21, 2021

BUY
$113.37 - $130.38 $43,534 - $50,065
384 Added 7.28%
5,656 $754,000
Q4 2020

Feb 09, 2021

SELL
$101.96 - $125.71 $552,725 - $681,473
-5,421 Reduced 50.7%
5,272 $634,000
Q3 2020

Nov 02, 2020

BUY
$110.62 - $123.01 $236,394 - $262,872
2,137 Added 24.98%
10,693 $1,000
Q2 2020

Aug 03, 2020

BUY
$100.52 - $129.78 $43,324 - $55,935
431 Added 5.3%
8,556 $1.03 Million
Q1 2020

Apr 30, 2020

SELL
$90.6 - $149.87 $133,816 - $221,357
-1,477 Reduced 15.38%
8,125 $901,000
Q4 2019

Feb 13, 2020

BUY
$126.11 - $137.34 $37,202 - $40,515
295 Added 3.17%
9,602 $1.29 Million
Q3 2019

Nov 13, 2019

BUY
$123.87 - $144.7 $1.15 Million - $1.35 Million
9,307 New
9,307 $1.36 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 $192B
  • 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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