A detailed history of Robertson Stephens Wealth Management, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 14,231 shares of IBM stock, worth $3.13 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
14,231
Previous 13,118 8.48%
Holding current value
$3.13 Million
Previous $2.27 Million 38.71%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Nov 12, 2024

BUY
$175.1 - $223.38 $194,886 - $248,621
1,113 Added 8.48%
14,231 $3.15 Million
Q2 2024

Aug 13, 2024

SELL
$164.43 - $190.9 $227,242 - $263,823
-1,382 Reduced 9.53%
13,118 $2.27 Million
Q1 2024

May 15, 2024

BUY
$159.16 - $197.78 $214,547 - $266,607
1,348 Added 10.25%
14,500 $2.77 Million
Q4 2023

Feb 06, 2024

BUY
$136.38 - $164.71 $88,783 - $107,226
651 Added 5.21%
13,152 $2.15 Million
Q3 2023

Nov 13, 2023

BUY
$132.08 - $149.83 $40,020 - $45,398
303 Added 2.48%
12,501 $1.75 Million
Q2 2023

Aug 11, 2023

SELL
$120.9 - $138.4 $79,189 - $90,652
-655 Reduced 5.1%
12,198 $1.63 Million
Q1 2023

May 11, 2023

BUY
$123.28 - $145.87 $51,777 - $61,265
420 Added 3.38%
12,853 $1.68 Million
Q4 2022

Feb 14, 2023

BUY
$117.75 - $150.62 $27,789 - $35,546
236 Added 1.93%
12,433 $1.75 Million
Q3 2022

Nov 14, 2022

SELL
$118.81 - $141.12 $32,553 - $38,666
-274 Reduced 2.2%
12,197 $1.45 Million
Q2 2022

Aug 12, 2022

BUY
$125.98 - $142.88 $274,258 - $311,049
2,177 Added 21.15%
12,471 $1.76 Million
Q1 2022

May 16, 2022

BUY
$121.35 - $138.22 $75,965 - $86,525
626 Added 6.47%
10,294 $1.34 Million
Q4 2021

Feb 14, 2022

BUY
$115.81 - $138.25 $45,281 - $54,055
391 Added 4.21%
9,668 $1.29 Million
Q3 2021

Nov 10, 2021

SELL
$127.12 - $140.38 $190,680 - $210,570
-1,500 Reduced 13.92%
9,277 $1.29 Million
Q2 2021

Aug 17, 2021

BUY
$125.41 - $144.63 $177,705 - $204,940
1,417 Added 15.14%
10,777 $1.58 Million
Q1 2021

May 07, 2021

BUY
$113.37 - $130.38 $51,129 - $58,801
451 Added 5.06%
9,360 $1.25 Million
Q4 2020

Feb 10, 2021

BUY
$101.96 - $125.71 $50,980 - $62,855
500 Added 5.95%
8,909 $1.12 Million
Q3 2020

Nov 10, 2020

BUY
$110.62 - $123.01 $930,203 - $1.03 Million
8,409 New
8,409 $1.02 Million
Q2 2020

Aug 12, 2020

SELL
$100.52 - $129.78 $373,230 - $481,873
-3,713 Closed
0 $0
Q1 2020

May 01, 2020

BUY
$90.6 - $149.87 $120,679 - $199,626
1,332 Added 55.94%
3,713 $412,000
Q4 2019

Feb 14, 2020

SELL
$126.11 - $137.34 $236,708 - $257,787
-1,877 Reduced 44.08%
2,381 $319,000
Q3 2019

Nov 14, 2019

BUY
$123.87 - $144.7 $527,438 - $616,132
4,258 New
4,258 $619,000

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 $197B
  • 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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