A detailed history of Valeo Financial Advisors, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 14,000 shares of IBM stock, worth $3.08 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
14,000
Previous 13,448 4.1%
Holding current value
$3.08 Million
Previous $2.33 Million 33.12%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 10, 2024

BUY
$175.1 - $223.38 $96,655 - $123,305
552 Added 4.1%
14,000 $3.1 Million
Q2 2024

Jul 10, 2024

BUY
$164.43 - $190.9 $46,533 - $54,024
283 Added 2.15%
13,448 $2.33 Million
Q1 2024

Apr 25, 2024

BUY
$159.16 - $197.78 $32,309 - $40,149
203 Added 1.57%
13,165 $2.51 Million
Q1 2024

Apr 19, 2024

SELL
$159.16 - $197.78 $267,070 - $331,874
-1,678 Reduced 11.46%
12,962 $2.48 Million
Q4 2023

Jan 29, 2024

BUY
$136.38 - $164.71 $39,550 - $47,765
290 Added 2.02%
14,640 $2.39 Million
Q3 2023

Oct 19, 2023

BUY
$132.08 - $149.83 $222,422 - $252,313
1,684 Added 13.3%
14,350 $2.01 Million
Q2 2023

Jul 14, 2023

SELL
$120.9 - $138.4 $344,444 - $394,301
-2,849 Reduced 18.36%
12,666 $1.69 Million
Q1 2023

Apr 17, 2023

SELL
$123.28 - $145.87 $108,116 - $127,927
-877 Reduced 5.35%
15,515 $2.03 Million
Q4 2022

Feb 09, 2023

BUY
$117.75 - $150.62 $270,354 - $345,823
2,296 Added 16.29%
16,392 $2.31 Million
Q3 2022

Oct 31, 2022

SELL
$118.81 - $141.12 $430,448 - $511,277
-3,623 Reduced 20.45%
14,096 $1.68 Million
Q2 2022

Aug 03, 2022

BUY
$125.98 - $142.88 $78,359 - $88,871
622 Added 3.64%
17,719 $2.5 Million
Q1 2022

Apr 28, 2022

BUY
$121.35 - $138.22 $422,298 - $481,005
3,480 Added 25.56%
17,097 $2.22 Million
Q4 2021

Jan 07, 2022

SELL
$115.81 - $138.25 $85,699 - $102,305
-740 Reduced 5.15%
13,617 $1.82 Million
Q3 2021

Nov 02, 2021

BUY
$127.12 - $140.38 $711,744 - $785,987
5,599 Added 63.93%
14,357 $2 Million
Q2 2021

Jul 22, 2021

SELL
$125.41 - $144.63 $5,894 - $6,797
-47 Reduced 0.53%
8,758 $1.28 Million
Q1 2021

Apr 12, 2021

BUY
$113.37 - $130.38 $84,574 - $97,263
746 Added 9.26%
8,805 $1.17 Million
Q4 2020

Feb 11, 2021

BUY
$101.96 - $125.71 $172,312 - $212,449
1,690 Added 26.53%
8,059 $1.01 Million
Q3 2020

Oct 28, 2020

SELL
$110.62 - $123.01 $115,708 - $128,668
-1,046 Reduced 14.11%
6,369 $775,000
Q2 2020

Jul 20, 2020

BUY
$100.52 - $129.78 $29,854 - $38,544
297 Added 4.17%
7,415 $896,000
Q1 2020

Apr 13, 2020

SELL
$90.6 - $149.87 $149,490 - $247,285
-1,650 Reduced 18.82%
7,118 $861,000
Q4 2019

Jan 24, 2020

BUY
$126.11 - $137.34 $9,710 - $10,575
77 Added 0.89%
8,768 $1.18 Million
Q3 2019

Oct 15, 2019

BUY
$123.87 - $144.7 $38,647 - $45,146
312 Added 3.72%
8,691 $1.26 Million
Q2 2019

Jul 10, 2019

BUY
$121.41 - $138.76 $2,549 - $2,913
21 Added 0.25%
8,379 $1.16 Million
Q1 2019

Apr 12, 2019

SELL
$107.94 - $135.22 $336,556 - $421,615
-3,118 Reduced 27.17%
8,358 $1.18 Million
Q4 2018

Jan 30, 2019

SELL
$102.84 - $146.99 $471,418 - $673,802
-4,584 Reduced 28.54%
11,476 $1.3 Million
Q3 2018

Nov 01, 2018

SELL
$133.43 - $144.94 $51,370 - $55,801
-385 Reduced 2.34%
16,060 $1.85 Million
Q2 2018

Aug 14, 2018

BUY
$131.43 - $153.83 $100,675 - $117,833
766 Added 4.89%
16,445 $2.35 Million
Q1 2018

Apr 12, 2018

BUY
$141.1 - $161.68 $919,972 - $1.05 Million
6,520 Added 71.19%
15,679 $2.41 Million
Q4 2017

Feb 09, 2018

BUY
$140.04 - $154.94 $851,443 - $942,035
6,080 Added 197.47%
9,159 $1.41 Million
Q3 2017

Nov 14, 2017

BUY
$133.56 - $140.11 $411,231 - $431,398
3,079
3,079 $447,000

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 $197B
  • 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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