A detailed history of Summit Wealth Partners, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 1,833 shares of IBM stock, worth $392,133. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,833
Previous 1,831 0.11%
Holding current value
$392,133
Previous $350 Million 9.37%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Sep 11, 2024

BUY
$164.43 - $190.9 $328 - $381
2 Added 0.11%
1,833 $317 Million
Q1 2024

Sep 11, 2024

BUY
$159.16 - $197.78 $159 - $197
1 Added 0.05%
1,831 $350 Million
Q4 2023

Sep 11, 2024

SELL
$136.38 - $164.71 $239,074 - $288,736
-1,753 Reduced 48.93%
1,830 $299 Million
Q3 2023

Sep 11, 2024

SELL
$132.08 - $149.83 $119,400 - $135,446
-904 Reduced 20.15%
3,583 $503 Million
Q1 2023

Sep 11, 2024

BUY
$123.28 - $145.87 $187,878 - $222,305
1,524 Added 51.43%
4,487 $588 Million
Q4 2022

Sep 11, 2024

BUY
$117.75 - $150.62 $353 - $451
3 Added 0.1%
2,963 $417 Million
Q3 2022

Sep 11, 2024

SELL
$118.81 - $141.12 $244,273 - $290,142
-2,056 Reduced 40.99%
2,960 $352 Million
Q2 2022

Sep 11, 2024

BUY
$125.98 - $142.88 $360,932 - $409,351
2,865 Added 133.19%
5,016 $708 Million
Q1 2022

Sep 11, 2024

BUY
$121.35 - $138.22 $242 - $276
2 Added 0.09%
2,151 $280 Million
Q4 2021

Sep 10, 2024

SELL
$115.81 - $138.25 $10,654 - $12,719
-92 Reduced 4.11%
2,149 $287 Million
Q3 2021

Sep 10, 2024

BUY
$127.12 - $140.38 $254 - $280
2 Added 0.09%
2,241 $311 Million
Q2 2021

Sep 10, 2024

BUY
$125.41 - $144.63 $9,656 - $11,136
77 Added 3.56%
2,239 $328 Million
Q1 2021

Sep 10, 2024

BUY
$113.37 - $130.38 $226 - $260
2 Added 0.09%
2,162 $288 Million
Q4 2020

Sep 10, 2024

SELL
$101.96 - $125.71 $101 - $125
-1 Reduced 0.05%
2,160 $272 Million
Q3 2020

Sep 10, 2024

BUY
$110.62 - $123.01 $5,752 - $6,396
52 Added 2.47%
2,161 $263 Million
Q2 2020

Sep 10, 2024

BUY
$100.52 - $129.78 $201 - $259
2 Added 0.09%
2,109 $255 Million
Q1 2020

Sep 10, 2024

SELL
$90.6 - $149.87 $30,169 - $49,906
-333 Reduced 13.65%
2,107 $234 Million
Q4 2019

Sep 09, 2024

BUY
$126.11 - $137.34 $307,708 - $335,109
2,440 New
2,440 $327 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 $192B
  • 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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