A detailed history of Principia Wealth Advisory, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 43 shares of IBM stock, worth $13,292. This represents 0.01% of its overall portfolio holdings.

Number of Shares
43
Previous 36 19.44%
Holding current value
$13,292
Previous $8.47 Million 49.64%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$221.03 - $294.78 $1,547 - $2,063
7 Added 19.44%
43 $12.7 Million
Q1 2025

Apr 11, 2025

BUY
$217.4 - $264.74 $2,826 - $3,441
13 Added 56.52%
36 $8.47 Million
Q4 2024

Apr 11, 2025

BUY
$204.9 - $238.04 $4,712 - $5,474
23 New
23 $5.06 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 $277B
  • 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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