A detailed history of Polaris Wealth Advisory Group, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 1,708 shares of IBM stock, worth $300,642. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,708
Holding current value
$300,642
% of portfolio
0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023

BUY
$132.08 - $149.83 $225,592 - $255,909
1,708 New
1,708 $239,000
Q1 2023

May 03, 2023

SELL
$123.28 - $145.87 $4,561 - $5,397
-37 Reduced 1.65%
2,208 $289,000
Q4 2022

Jan 19, 2023

BUY
$117.75 - $150.62 $235 - $301
2 Added 0.09%
2,245 $0
Q2 2022

Jul 12, 2022

BUY
$125.98 - $142.88 $37,794 - $42,864
300 Added 15.44%
2,243 $317,000
Q1 2022

Apr 19, 2022

BUY
$121.35 - $138.22 $235,783 - $268,561
1,943 New
1,943 $250,000
Q1 2020

Apr 09, 2020

SELL
$90.6 - $149.87 $133,272 - $220,458
-1,471 Closed
0 $0
Q4 2019

Jan 29, 2020

SELL
$126.11 - $137.34 $6,053 - $6,592
-48 Reduced 3.16%
1,471 $203,000
Q3 2019

Oct 09, 2019

BUY
$123.87 - $144.7 $4,954 - $5,788
40 Added 2.7%
1,519 $215,000
Q2 2019

Jul 25, 2019

BUY
$121.41 - $138.76 $179,565 - $205,226
1,479 New
1,479 $207,000
Q4 2018

Jan 17, 2019

SELL
$102.84 - $146.99 $313,250 - $447,731
-3,046 Closed
0 $0
Q3 2018

Oct 19, 2018

BUY
$133.43 - $144.94 $359,727 - $390,758
2,696 Added 770.29%
3,046 $461,000
Q2 2018

Jul 09, 2018

SELL
$131.43 - $153.83 $24,708 - $28,920
-188 Reduced 34.94%
350 $54,000
Q1 2018

Apr 09, 2018

BUY
$141.1 - $161.68 $75,911 - $86,983
538 New
538 $83,000

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 $158B
  • 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 Polaris Wealth Advisory Group, LLC Portfolio

Follow Polaris Wealth Advisory Group, 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 Polaris Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Polaris Wealth Advisory Group, LLC with notifications on news.