A detailed history of Sound Financial Strategies Group, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 3,980 shares of IBM stock, worth $903,141. This represents 0.77% of its overall portfolio holdings.

Number of Shares
3,980
Previous 3,934 1.17%
Holding current value
$903,141
Previous $680,000 29.26%
% of portfolio
0.77%
Previous 0.65%

Shares

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

Nov 12, 2024

BUY
$175.1 - $223.38 $8,054 - $10,275
46 Added 1.17%
3,980 $879,000
Q2 2024

Aug 12, 2024

BUY
$164.43 - $190.9 $21,869 - $25,389
133 Added 3.5%
3,934 $680,000
Q1 2024

May 13, 2024

SELL
$159.16 - $197.78 $17,348 - $21,558
-109 Reduced 2.79%
3,801 $725,000
Q4 2023

Feb 02, 2024

SELL
$136.38 - $164.71 $338,631 - $408,974
-2,483 Reduced 38.84%
3,910 $639,000
Q3 2023

Nov 06, 2023

SELL
$132.08 - $149.83 $59,039 - $66,974
-447 Reduced 6.54%
6,393 $896,000
Q2 2023

Aug 07, 2023

BUY
$120.9 - $138.4 $826,956 - $946,656
6,840 New
6,840 $915,000
Q4 2022

Jan 30, 2023

BUY
$117.75 - $150.62 $897,372 - $1.15 Million
7,621 New
7,621 $1.07 Million
Q2 2022

Jul 25, 2022

BUY
$125.98 - $142.88 $1.01 Million - $1.14 Million
7,984 New
7,984 $1.13 Million

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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