A detailed history of Triad Financial Advisors, Inc. transactions in International Business Machines Corp stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 2,129 shares of IBM stock, worth $476,810. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,129
Previous 1,950 9.18%
Holding current value
$476,810
Previous $260,000 14.62%
% of portfolio
0.11%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

BUY
$132.08 - $149.83 $23,642 - $26,819
179 Added 9.18%
2,129 $298,000
Q2 2023

Jul 31, 2023

SELL
$120.9 - $138.4 $604 - $692
-5 Reduced 0.26%
1,950 $260,000
Q1 2023

May 05, 2023

SELL
$123.28 - $145.87 $11,588 - $13,711
-94 Reduced 4.59%
1,955 $256,000
Q4 2022

Feb 14, 2023

BUY
$117.75 - $150.62 $471 - $602
4 Added 0.2%
2,049 $288,000
Q3 2022

Nov 04, 2022

SELL
$118.81 - $141.12 $6,653 - $7,902
-56 Reduced 2.67%
2,045 $243,000
Q2 2022

Aug 11, 2022

BUY
$125.98 - $142.88 $3,653 - $4,143
29 Added 1.4%
2,101 $297,000
Q1 2022

May 09, 2022

SELL
$121.35 - $138.22 $8,130 - $9,260
-67 Reduced 3.13%
2,072 $269,000
Q4 2021

May 09, 2022

BUY
$115.81 - $138.25 $247,717 - $295,716
2,139 New
2,139 $286,000

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 $201B
  • 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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