A detailed history of Sterling Financial Planning, Inc. transactions in International Business Machines Corp stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 2,166 shares of IBM stock, worth $489,797. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,166
Previous 2,200 1.55%
Holding current value
$489,797
Previous $380,000 25.79%
% of portfolio
0.18%
Previous 0.16%

Shares

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

Oct 31, 2024

SELL
$175.1 - $223.38 $5,953 - $7,594
-34 Reduced 1.55%
2,166 $478,000
Q1 2024

May 06, 2024

SELL
$159.16 - $197.78 $24,351 - $30,260
-153 Reduced 6.5%
2,200 $420,000
Q4 2023

Jan 31, 2024

BUY
$136.38 - $164.71 $31,367 - $37,883
230 Added 10.83%
2,353 $384,000
Q3 2023

Nov 03, 2023

SELL
$132.08 - $149.83 $7,528 - $8,540
-57 Reduced 2.61%
2,123 $297,000
Q2 2023

Jul 28, 2023

BUY
$120.9 - $138.4 $362 - $415
3 Added 0.14%
2,180 $291,000
Q4 2022

Feb 06, 2023

SELL
$117.75 - $150.62 $6,594 - $8,434
-56 Reduced 2.51%
2,177 $306,000
Q3 2022

Nov 01, 2022

SELL
$118.81 - $141.12 $4,277 - $5,080
-36 Reduced 1.59%
2,233 $265,000
Q4 2021

Feb 02, 2022

BUY
$115.81 - $138.25 $6,716 - $8,018
58 Added 2.62%
2,269 $303,000
Q3 2021

Oct 28, 2021

SELL
$127.12 - $140.38 $30,381 - $33,550
-239 Reduced 9.76%
2,211 $307,000
Q2 2021

Aug 02, 2021

SELL
$125.41 - $144.63 $28,468 - $32,831
-227 Reduced 8.48%
2,450 $359,000
Q1 2021

Apr 28, 2021

SELL
$113.37 - $130.38 $13,037 - $14,993
-115 Reduced 4.12%
2,677 $357,000
Q4 2020

Feb 10, 2021

BUY
$101.96 - $125.71 $284,672 - $350,982
2,792 New
2,792 $352,000

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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