A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 4,044 shares of IBM stock, worth $901,690. This represents 0.36% of its overall portfolio holdings.

Number of Shares
4,044
Previous 3,834 5.48%
Holding current value
$901,690
Previous $663,000 34.84%
% of portfolio
0.36%
Previous 0.29%

Shares

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

Nov 14, 2024

BUY
$175.1 - $223.38 $36,771 - $46,909
210 Added 5.48%
4,044 $894,000
Q2 2024

Aug 12, 2024

BUY
$164.43 - $190.9 $3,946 - $4,581
24 Added 0.63%
3,834 $663,000
Q1 2024

May 13, 2024

BUY
$159.16 - $197.78 $1,591 - $1,977
10 Added 0.26%
3,810 $727,000
Q4 2023

Feb 13, 2024

BUY
$136.38 - $164.71 $37,640 - $45,459
276 Added 7.83%
3,800 $621,000
Q3 2023

Nov 14, 2023

BUY
$132.08 - $149.83 $3,169 - $3,595
24 Added 0.69%
3,524 $494,000
Q2 2023

Aug 11, 2023

BUY
$120.9 - $138.4 $12,210 - $13,978
101 Added 2.97%
3,500 $468,000
Q1 2023

May 12, 2023

BUY
$123.28 - $145.87 $419,028 - $495,812
3,399 New
3,399 $445,000
Q3 2022

Nov 01, 2022

BUY
$118.81 - $141.12 $3,207 - $3,810
27 Added 0.77%
3,516 $418,000
Q2 2022

Aug 09, 2022

SELL
$125.98 - $142.88 $10,960 - $12,430
-87 Reduced 2.43%
3,489 $493,000
Q1 2022

May 13, 2022

SELL
$121.35 - $138.22 $78,513 - $89,428
-647 Reduced 15.32%
3,576 $465,000
Q4 2021

Feb 10, 2022

SELL
$115.81 - $138.25 $135,034 - $161,199
-1,166 Reduced 21.64%
4,223 $564,000
Q3 2021

Nov 15, 2021

SELL
$127.12 - $140.38 $25,042 - $27,654
-197 Reduced 3.53%
5,389 $749,000
Q2 2021

Aug 16, 2021

SELL
$125.41 - $144.63 $27,841 - $32,107
-222 Reduced 3.82%
5,586 $819,000
Q1 2021

May 17, 2021

SELL
$113.37 - $130.38 $84,800 - $97,524
-748 Reduced 11.41%
5,808 $774,000
Q4 2020

Feb 19, 2021

SELL
$101.96 - $125.71 $211,770 - $261,099
-2,077 Reduced 24.06%
6,556 $825,000
Q3 2020

Nov 13, 2020

BUY
$110.62 - $123.01 $55,420 - $61,628
501 Added 6.16%
8,633 $1.05 Million
Q2 2020

Aug 18, 2020

BUY
$100.52 - $129.78 $22,013 - $28,421
219 Added 2.77%
8,132 $982,000
Q1 2020

May 15, 2020

SELL
$90.6 - $149.87 $56,172 - $92,919
-620 Reduced 7.27%
7,913 $878,000
Q4 2019

May 15, 2020

BUY
$126.11 - $137.34 $1.08 Million - $1.17 Million
8,533 New
8,533 $1.14 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 $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
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