A detailed history of Phoenix Wealth Advisors transactions in International Business Machines Corp stock. As of the latest transaction made, Phoenix Wealth Advisors holds 1,978 shares of IBM stock, worth $441,806. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,978
Previous 1,978 -0.0%
Holding current value
$441,806
Previous $342,000 27.78%
% of portfolio
0.2%
Previous 0.17%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$164.43 - $190.9 $2,137 - $2,481
13 Added 0.66%
1,978 $342,000
Q4 2023

Jan 30, 2024

SELL
$136.38 - $164.71 $10,228 - $12,353
-75 Reduced 3.68%
1,965 $321,000
Q3 2023

Nov 06, 2023

SELL
$132.08 - $149.83 $13,868 - $15,732
-105 Reduced 4.9%
2,040 $286,000
Q1 2023

May 05, 2023

BUY
$123.28 - $145.87 $6,164 - $7,293
50 Added 2.39%
2,145 $281,000
Q2 2022

Aug 01, 2022

BUY
$125.98 - $142.88 $263,928 - $299,333
2,095 New
2,095 $296,000
Q1 2022

May 02, 2022

SELL
$121.35 - $138.22 $241,486 - $275,057
-1,990 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
$115.81 - $138.25 $33,584 - $40,092
290 Added 17.06%
1,990 $266,000
Q1 2021

Apr 12, 2021

SELL
$113.37 - $130.38 $11,337 - $13,038
-100 Reduced 5.56%
1,700 $226,000
Q4 2020

Feb 05, 2021

BUY
$101.96 - $125.71 $183,528 - $226,278
1,800 New
1,800 $227,000

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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