A detailed history of Summit Financial Wealth Advisors, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 20,451 shares of IBM stock, worth $4.56 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
20,451
Previous 20,451 -0.0%
Holding current value
$4.56 Million
Previous $3.54 Million 27.82%
% of portfolio
0.89%
Previous 0.8%

Shares

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

Aug 12, 2024

BUY
$164.43 - $190.9 $138,450 - $160,737
842 Added 4.29%
20,451 $3.54 Million
Q1 2024

May 02, 2024

BUY
$159.16 - $197.78 $10,663 - $13,251
67 Added 0.34%
19,609 $3.74 Million
Q4 2023

Jan 19, 2024

BUY
$136.38 - $164.71 $92,056 - $111,179
675 Added 3.58%
19,542 $3.2 Million
Q3 2023

Nov 13, 2023

BUY
$132.08 - $149.83 $66,040 - $74,915
500 Added 2.72%
18,867 $2.65 Million
Q2 2023

Jul 12, 2023

BUY
$120.9 - $138.4 $629,284 - $720,372
5,205 Added 39.55%
18,367 $2.46 Million
Q1 2023

Apr 10, 2023

SELL
$123.28 - $145.87 $6,164 - $7,293
-50 Reduced 0.38%
13,162 $1.73 Million
Q3 2022

Oct 28, 2022

BUY
$118.81 - $141.12 $186,769 - $221,840
1,572 Added 13.51%
13,212 $1.78 Million
Q2 2022

Jul 26, 2022

BUY
$125.98 - $142.88 $1.02 Million - $1.16 Million
8,086 Added 227.52%
11,640 $1.5 Million
Q1 2022

May 06, 2022

BUY
$121.35 - $138.22 $431,277 - $491,233
3,554 New
3,554 $462,000
Q3 2021

Nov 05, 2021

SELL
$127.12 - $140.38 $178,222 - $196,812
-1,402 Closed
0 $0
Q2 2021

Aug 09, 2021

SELL
$125.41 - $144.63 $5.53 Million - $6.38 Million
-44,110 Reduced 96.92%
1,402 $206,000
Q1 2021

Apr 23, 2021

SELL
$113.37 - $130.38 $46,481 - $53,455
-410 Reduced 0.89%
45,512 $5.73 Million
Q4 2020

Jan 11, 2021

SELL
$101.96 - $125.71 $506,435 - $624,401
-4,967 Reduced 9.76%
45,922 $5.59 Million
Q3 2020

Nov 09, 2020

SELL
$110.62 - $123.01 $56,858 - $63,227
-514 Reduced 1.0%
50,889 $5.75 Million
Q2 2020

Jul 16, 2020

BUY
$100.52 - $129.78 $183,650 - $237,108
1,827 Added 3.69%
51,403 $6.05 Million
Q1 2020

Apr 29, 2020

BUY
$90.6 - $149.87 $49,467 - $81,829
546 Added 1.11%
49,576 $5.69 Million
Q4 2019

Jan 28, 2020

BUY
$126.11 - $137.34 $526,887 - $573,806
4,178 Added 9.32%
49,030 $6.8 Million
Q3 2019

Nov 05, 2019

BUY
$123.87 - $144.7 $4.57 Million - $5.34 Million
36,926 Added 465.88%
44,852 $6.4 Million
Q1 2019

May 01, 2019

SELL
$107.94 - $135.22 $16,191 - $20,283
-150 Reduced 1.86%
7,926 $1.14 Million
Q4 2018

Feb 01, 2019

BUY
$102.84 - $146.99 $125,259 - $179,033
1,218 Added 17.76%
8,076 $918,000
Q3 2018

Oct 22, 2018

BUY
$133.43 - $144.94 $661,545 - $718,612
4,958 Added 260.95%
6,858 $967,000
Q2 2018

Jul 06, 2018

SELL
$131.43 - $153.83 $48,497 - $56,763
-369 Reduced 16.26%
1,900 $292,000
Q1 2018

Apr 09, 2018

BUY
$141.1 - $161.68 $122,615 - $140,499
869 Added 62.07%
2,269 $348,000
Q1 2018

Apr 06, 2018

BUY
$141.1 - $161.68 $197,540 - $226,352
1,400 New
1,400 $215,000
Q3 2017

Nov 06, 2017

SELL
$133.56 - $140.11 $235,466 - $247,013
-1,763 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
1,763
1,763 $271,000

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 $200B
  • 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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