A detailed history of Ritholtz Wealth Management transactions in International Business Machines Corp stock. As of the latest transaction made, Ritholtz Wealth Management holds 9,734 shares of IBM stock, worth $2.17 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,734
Previous 10,465 6.99%
Holding current value
$2.17 Million
Previous $2 Million 15.77%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jul 31, 2024

SELL
$164.43 - $190.9 $120,198 - $139,547
-731 Reduced 6.99%
9,734 $1.68 Million
Q1 2024

Apr 24, 2024

BUY
$159.16 - $197.78 $120,324 - $149,521
756 Added 7.79%
10,465 $2 Million
Q4 2023

Jan 18, 2024

BUY
$136.38 - $164.71 $31,776 - $38,377
233 Added 2.46%
9,709 $1.59 Million
Q3 2023

Oct 13, 2023

BUY
$132.08 - $149.83 $157,967 - $179,196
1,196 Added 14.44%
9,476 $1.33 Million
Q2 2023

Jul 14, 2023

SELL
$120.9 - $138.4 $191,384 - $219,087
-1,583 Reduced 16.05%
8,280 $1.11 Million
Q1 2023

Apr 19, 2023

BUY
$123.28 - $145.87 $112,061 - $132,595
909 Added 10.15%
9,863 $1.29 Million
Q4 2022

Jan 18, 2023

SELL
$117.75 - $150.62 $468,762 - $599,618
-3,981 Reduced 30.78%
8,954 $0
Q3 2022

Oct 18, 2022

BUY
$118.81 - $141.12 $410,013 - $487,005
3,451 Added 36.39%
12,935 $1.54 Million
Q2 2022

Jul 15, 2022

BUY
$125.98 - $142.88 $252,463 - $286,331
2,004 Added 26.79%
9,484 $1.34 Million
Q1 2022

Apr 14, 2022

SELL
$121.35 - $138.22 $107,394 - $122,324
-885 Reduced 10.58%
7,480 $973,000
Q4 2021

Jan 18, 2022

BUY
$115.81 - $138.25 $122,874 - $146,683
1,061 Added 14.53%
8,365 $1.12 Million
Q3 2021

Oct 14, 2021

SELL
$127.12 - $140.38 $45,381 - $50,115
-357 Reduced 4.66%
7,304 $1.02 Million
Q2 2021

Jul 20, 2021

BUY
$125.41 - $144.63 $226,239 - $260,912
1,804 Added 30.8%
7,661 $1.12 Million
Q1 2021

May 12, 2021

BUY
$113.37 - $130.38 $179,691 - $206,652
1,585 Added 37.1%
5,857 $781,000
Q4 2020

Jan 19, 2021

BUY
$101.96 - $125.71 $36,195 - $44,627
355 Added 9.06%
4,272 $538,000
Q3 2020

Oct 23, 2020

BUY
$110.62 - $123.01 $56,858 - $63,227
514 Added 15.1%
3,917 $477,000
Q2 2020

Jul 15, 2020

BUY
$100.52 - $129.78 $130,575 - $168,584
1,299 Added 61.74%
3,403 $411,000
Q1 2020

Apr 09, 2020

SELL
$90.6 - $149.87 $397,552 - $657,629
-4,388 Reduced 67.59%
2,104 $233,000
Q4 2019

Jan 17, 2020

BUY
$126.11 - $137.34 $488,424 - $531,917
3,873 Added 147.88%
6,492 $870,000
Q3 2019

Oct 17, 2019

BUY
$123.87 - $144.7 $28,737 - $33,570
232 Added 9.72%
2,619 $381,000
Q2 2019

Jul 15, 2019

BUY
$121.41 - $138.76 $34,237 - $39,130
282 Added 13.4%
2,387 $329,000
Q1 2019

Apr 12, 2019

SELL
$107.94 - $135.22 $17,702 - $22,176
-164 Reduced 7.23%
2,105 $297,000
Q4 2018

Jan 18, 2019

SELL
$102.84 - $146.99 $45,249 - $64,675
-440 Reduced 16.24%
2,269 $258,000
Q3 2018

Oct 12, 2018

SELL
$133.43 - $144.94 $1,734 - $1,884
-13 Reduced 0.48%
2,709 $410,000
Q2 2018

Jul 12, 2018

BUY
$131.43 - $153.83 $5,125 - $5,999
39 Added 1.45%
2,722 $380,000
Q1 2018

Apr 17, 2018

SELL
$141.1 - $161.68 $4,233 - $4,850
-30 Reduced 1.11%
2,683 $412,000
Q4 2017

Jan 23, 2018

BUY
$140.04 - $154.94 $379,928 - $420,352
2,713
2,713 $416,000

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
Track This Portfolio

Track Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management 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 Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.