Summit Wealth Partners, LLC International Business Machines Corp Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

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 1,934 shares of IBM stock, worth $431,978. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,934
Previous 1,833 5.51%
Holding current value
$431,978
Previous $317 Million 34.88%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 28, 2024
BUY
$175.1 - $223.38 $17,685 - $22,561
101 Added 5.51%
1,934 $428 Million
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

# of Institutions
3,223
Shares Held
550M
Call Options Held
16.1M
Put Options Held
11.3M
View Full List

About INTERNATIONAL BUSINESS MACHINES CORP

IBM Quotes by TradingView
  • 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
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email