A detailed history of Schechter Investment Advisors, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 5,505 shares of IBM stock, worth $1.24 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,505
Previous 6,009 8.39%
Holding current value
$1.24 Million
Previous $1.15 Million 17.0%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Aug 12, 2024

SELL
$164.43 - $190.9 $82,872 - $96,213
-504 Reduced 8.39%
5,505 $952,000
Q1 2024

May 06, 2024

BUY
$159.16 - $197.78 $69,393 - $86,232
436 Added 7.82%
6,009 $1.15 Million
Q4 2023

Jan 17, 2024

BUY
$136.38 - $164.71 $20,457 - $24,706
150 Added 2.77%
5,573 $911,000
Q3 2023

Nov 06, 2023

BUY
$132.08 - $149.83 $105,796 - $120,013
801 Added 17.33%
5,423 $760,000
Q2 2023

Jul 26, 2023

SELL
$120.9 - $138.4 $17,772 - $20,344
-147 Reduced 3.08%
4,622 $618,000
Q1 2023

Apr 28, 2023

SELL
$123.28 - $145.87 $457,615 - $541,469
-3,712 Reduced 43.77%
4,769 $625,000
Q4 2022

Feb 13, 2023

BUY
$117.75 - $150.62 $216,660 - $277,140
1,840 Added 27.71%
8,481 $1.19 Million
Q3 2022

Nov 04, 2022

SELL
$118.81 - $141.12 $240,709 - $285,909
-2,026 Reduced 23.38%
6,641 $789,000
Q2 2022

Nov 03, 2022

BUY
$125.98 - $142.88 $1.09 Million - $1.24 Million
8,667 New
8,667 $1.22 Million
Q1 2022

Nov 18, 2022

SELL
$121.35 - $138.22 $163,458 - $186,182
-1,347 Reduced 20.28%
5,294 $689,000
Q4 2021

Dec 27, 2022

SELL
$115.81 - $138.25 $349,514 - $417,238
-3,018 Reduced 45.44%
3,623 $484,000

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 $203B
  • 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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