A detailed history of Wealth Alliance transactions in International Business Machines Corp stock. As of the latest transaction made, Wealth Alliance holds 6,149 shares of IBM stock, worth $1.26 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,149
Previous 5,945 3.43%
Holding current value
$1.26 Million
Previous $1.03 Million 32.2%
% of portfolio
0.17%
Previous 0.14%

Shares

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

Nov 04, 2024

BUY
$175.1 - $223.38 $35,720 - $45,569
204 Added 3.43%
6,149 $1.36 Million
Q2 2024

Aug 09, 2024

BUY
$164.43 - $190.9 $40,285 - $46,770
245 Added 4.3%
5,945 $1.03 Million
Q1 2024

May 10, 2024

SELL
$159.16 - $197.78 $7,321 - $9,097
-46 Reduced 0.8%
5,700 $1.09 Million
Q4 2023

Jan 30, 2024

SELL
$136.38 - $164.71 $681 - $823
-5 Reduced 0.09%
5,746 $939,000
Q3 2023

Nov 09, 2023

BUY
$132.08 - $149.83 $2,905 - $3,296
22 Added 0.38%
5,751 $806,000
Q2 2023

Aug 02, 2023

BUY
$120.9 - $138.4 $18,497 - $21,175
153 Added 2.74%
5,729 $766,000
Q1 2023

May 10, 2023

SELL
$123.28 - $145.87 $68,543 - $81,103
-556 Reduced 9.07%
5,576 $730,000
Q4 2022

Feb 13, 2023

SELL
$117.75 - $150.62 $32,970 - $42,173
-280 Reduced 4.37%
6,132 $863,000
Q3 2022

Nov 14, 2022

SELL
$118.81 - $141.12 $116,671 - $138,579
-982 Reduced 13.28%
6,412 $762,000
Q2 2022

Aug 15, 2022

BUY
$125.98 - $142.88 $314,194 - $356,342
2,494 Added 50.9%
7,394 $1.04 Million
Q1 2022

May 10, 2022

BUY
$121.35 - $138.22 $43,443 - $49,482
358 Added 7.88%
4,900 $637,000
Q4 2021

Feb 14, 2022

SELL
$115.81 - $138.25 $98,554 - $117,650
-851 Reduced 15.78%
4,542 $607,000
Q3 2021

Nov 12, 2021

SELL
$127.12 - $140.38 $223,604 - $246,928
-1,759 Reduced 24.59%
5,393 $749,000
Q2 2021

Aug 16, 2021

BUY
$125.41 - $144.63 $57,186 - $65,951
456 Added 6.81%
7,152 $1.05 Million
Q1 2021

May 18, 2021

SELL
$113.37 - $130.38 $44,781 - $51,500
-395 Reduced 5.57%
6,696 $893,000
Q4 2020

Feb 11, 2021

BUY
$101.96 - $125.71 $77,897 - $96,042
764 Added 12.08%
7,091 $853,000
Q3 2020

Nov 13, 2020

BUY
$110.62 - $123.01 $78,761 - $87,583
712 Added 12.68%
6,327 $770,000
Q2 2020

Aug 14, 2020

BUY
$100.52 - $129.78 $292,714 - $377,919
2,912 Added 107.73%
5,615 $678,000
Q1 2020

May 15, 2020

BUY
$90.6 - $149.87 $244,891 - $405,098
2,703 New
2,703 $300,000

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 $184B
  • 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 Wealth Alliance Portfolio

Follow Wealth Alliance 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 Wealth Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Alliance with notifications on news.