A detailed history of Ullmann Wealth Partners Group, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 2,818 shares of IBM stock, worth $495,207. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,818
Previous 2,698 4.45%
Holding current value
$495,207
Previous $441,000 22.0%
% of portfolio
0.08%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$159.16 - $197.78 $19,099 - $23,733
120 Added 4.45%
2,818 $538,000
Q4 2023

Jan 11, 2024

BUY
$136.38 - $164.71 $2,591 - $3,129
19 Added 0.71%
2,698 $441,000
Q3 2023

Oct 13, 2023

BUY
$132.08 - $149.83 $44,643 - $50,642
338 Added 14.44%
2,679 $375,000
Q2 2023

Jul 13, 2023

SELL
$120.9 - $138.4 $725 - $830
-6 Reduced 0.26%
2,341 $313,000
Q1 2023

Apr 11, 2023

SELL
$123.28 - $145.87 $31,559 - $37,342
-256 Reduced 9.83%
2,347 $307,000
Q4 2022

Jan 18, 2023

SELL
$117.75 - $150.62 $24,845 - $31,780
-211 Reduced 7.5%
2,603 $0
Q3 2022

Oct 12, 2022

BUY
$118.81 - $141.12 $334,331 - $397,111
2,814 New
2,814 $334,000
Q1 2018

May 07, 2018

SELL
$141.1 - $161.68 $281,776 - $322,874
-1,997 Closed
0 $0
Q4 2017

Feb 09, 2018

BUY
$140.04 - $154.94 $279,659 - $309,415
1,997
1,997 $326,000

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 $158B
  • 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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