A detailed history of Soa Wealth Advisors, Llc. transactions in International Business Machines Corp stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 3,140 shares of IBM stock, worth $709,765. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,140
Previous 3,140 -0.0%
Holding current value
$709,765
Previous $694,000 -0.0%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 08, 2024

BUY
$175.1 - $223.38 $24,338 - $31,049
139 Added 4.63%
3,140 $694,000
Q2 2024

Jul 17, 2024

BUY
$164.43 - $190.9 $49,329 - $57,270
300 Added 11.11%
3,001 $519,000
Q1 2024

Apr 10, 2024

BUY
$159.16 - $197.78 $1,114 - $1,384
7 Added 0.26%
2,701 $515,000
Q4 2023

Jan 10, 2024

BUY
$136.38 - $164.71 $1,500 - $1,811
11 Added 0.41%
2,694 $440,000
Q3 2023

Oct 10, 2023

BUY
$132.08 - $149.83 $32,491 - $36,858
246 Added 10.09%
2,683 $376,000
Q2 2023

Jul 07, 2023

BUY
$120.9 - $138.4 $1,209 - $1,384
10 Added 0.41%
2,437 $326,000
Q1 2023

Apr 28, 2023

SELL
$123.28 - $145.87 $27,121 - $32,091
-220 Reduced 8.31%
2,427 $318,000
Q4 2022

Jan 10, 2023

SELL
$117.75 - $150.62 $471 - $602
-4 Reduced 0.15%
2,647 $0
Q3 2022

Oct 07, 2022

BUY
$118.81 - $141.12 $1,544 - $1,834
13 Added 0.49%
2,651 $315,000
Q2 2022

Jul 13, 2022

SELL
$125.98 - $142.88 $3,527 - $4,000
-28 Reduced 1.05%
2,638 $372,000
Q1 2022

Apr 07, 2022

BUY
$121.35 - $138.22 $50,845 - $57,914
419 Added 18.65%
2,666 $346,000
Q4 2021

Jan 13, 2022

SELL
$115.81 - $138.25 $45,397 - $54,194
-392 Reduced 14.85%
2,247 $300,000
Q3 2021

Oct 12, 2021

BUY
$127.12 - $140.38 $2,669 - $2,947
21 Added 0.8%
2,639 $366,000
Q2 2021

Jul 14, 2021

BUY
$125.41 - $144.63 $43,266 - $49,897
345 Added 15.18%
2,618 $383,000
Q1 2021

Apr 26, 2021

SELL
$113.37 - $130.38 $22,674 - $26,076
-200 Reduced 8.09%
2,273 $302,000
Q4 2020

Mar 10, 2021

BUY
$101.96 - $125.71 $252,147 - $310,880
2,473 New
2,473 $302,000

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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