Sky Oak Wealth, LLC International Business Machines Corp Transaction History

Sky Oak Wealth, LLC

$417 Million
Q1 2024

A detailed history of Sky Oak Wealth, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 13,927 shares of IBM stock, worth $2.41 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

13,927

Previous 13,798 0.93%

Holding current value

$2.41 Million

Previous $2.26 Million 17.86%

% of portfolio

0.64%

Previous 0.59%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$159.16 - $197.78 $20,531 - $25,513	129 Added 0.93%	13,927 $2.66 Million
Q4 2023 Jan 12, 2024	SELL	$136.38 - $164.71 $68,190 - $82,355	-500 Reduced 3.5%	13,798 $2.26 Million
Q3 2023 Oct 24, 2023	BUY	$132.08 - $149.83 $13,208 - $14,983	100 Added 0.7%	14,298 $2.01 Million
Q2 2023 Jul 20, 2023	BUY	$120.9 - $138.4 $337,915 - $386,828	2,795 Added 24.51%	14,198 $1.9 Million
Q1 2023 May 02, 2023	BUY	$123.28 - $145.87 $188,002 - $222,451	1,525 Added 15.44%	11,403 $1.49 Million

Q4 2022 Jan 26, 2023	BUY	$117.75 - $150.62 $20,606 - $26,358	175 Added 1.8%	9,878 $0
Q3 2022 Oct 25, 2022	BUY	$118.81 - $141.12 $161,225 - $191,499	1,357 Added 16.26%	9,703 $1.15 Million
Q2 2022 Jul 26, 2022	SELL	$125.98 - $142.88 $75,713 - $85,870	-601 Reduced 6.72%	8,346 $1.18 Million
Q1 2022 Apr 18, 2022	BUY	$121.35 - $138.22 $51,573 - $58,743	425 Added 4.99%	8,947 $1.16 Million
Q4 2021 Jan 24, 2022	BUY	$115.81 - $138.25 $181,242 - $216,361	1,565 Added 22.5%	8,522 $1.14 Million
Q2 2021 Jul 19, 2021	BUY	$125.41 - $144.63 $20,692 - $23,863	165 Added 2.43%	6,957 $1.02 Million
Q1 2021 Apr 29, 2021	BUY	$113.37 - $130.38 $22,674 - $26,076	200 Added 3.03%	6,792 $971,000
Q4 2020 Feb 02, 2021	BUY	$101.96 - $125.71 $201,371 - $248,277	1,975 Added 42.78%	6,592 $830,000
Q3 2020 Nov 03, 2020	SELL	$110.62 - $123.01 $33,186 - $36,903	-300 Reduced 6.1%	4,617 $562,000
Q2 2020 Aug 10, 2020	BUY	$100.52 - $129.78 $138,818 - $179,226	1,381 Added 39.06%	4,917 $594,000
Q1 2020 May 04, 2020	SELL	$90.6 - $149.87 $6,251 - $10,341	-69 Reduced 1.91%	3,536 $392,000
Q4 2019 Feb 04, 2020	BUY	$126.11 - $137.34 $454,626 - $495,110	3,605 New	3,605 $483,000

Others Institutions Holding IBM

# of Institutions

3,027

Shares Held

530M

Call Options Held

16.7M

Put Options Held

13.1M

View Full List

About INTERNATIONAL BUSINESS MACHINES CORP

Ticker IBM
Exchange NYSE
Sector Technology
Industry Information Technology Services
Shares Outstandng 896,320,000
Market Cap $155B
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...

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Sky Oak Wealth, LLC International Business Machines Corp Transaction History