A detailed history of Roth Financial Partners LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Roth Financial Partners LLC holds 3,230 shares of IBM stock, worth $568,544. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,230
Previous 3,200 0.94%
Holding current value
$568,544
Previous $611,000 8.67%
% of portfolio
0.24%
Previous 0.27%

Shares

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

Jul 03, 2024

BUY
$164.43 - $190.9 $4,932 - $5,727
30 Added 0.94%
3,230 $558,000
Q1 2024

Apr 12, 2024

SELL
$159.16 - $197.78 $355,563 - $441,840
-2,234 Reduced 41.11%
3,200 $611,000
Q4 2023

Jan 31, 2024

BUY
$136.38 - $164.71 $229,527 - $277,206
1,683 Added 44.87%
5,434 $888,000
Q3 2023

Oct 10, 2023

SELL
$132.08 - $149.83 $13,340 - $15,132
-101 Reduced 2.62%
3,751 $526,000
Q4 2020

Jan 27, 2021

BUY
$101.96 - $125.71 $392,749 - $484,234
3,852 New
3,852 $485,000

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
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