A detailed history of Plan Group Financial, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Plan Group Financial, LLC holds 4,231 shares of IBM stock, worth $940,974. This represents 0.5% of its overall portfolio holdings.

Number of Shares
4,231
Previous 3,807 11.14%
Holding current value
$940,974
Previous $658,000 42.1%
% of portfolio
0.5%
Previous 0.41%

Shares

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

Oct 22, 2024

BUY
$175.1 - $223.38 $74,242 - $94,713
424 Added 11.14%
4,231 $935,000
Q2 2024

Aug 05, 2024

BUY
$164.43 - $190.9 $310,279 - $360,228
1,887 Added 98.28%
3,807 $658,000
Q1 2024

Apr 26, 2024

BUY
$159.16 - $197.78 $305,587 - $379,737
1,920 New
1,920 $366,000

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 $199B
  • 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 Plan Group Financial, LLC Portfolio

Follow Plan Group Financial, LLC 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 Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.