A detailed history of Wealth Architects, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Wealth Architects, LLC holds 3,777 shares of IBM stock, worth $842,157. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,777
Previous 3,781 0.11%
Holding current value
$842,157
Previous $653,000 27.87%
% of portfolio
0.1%
Previous 0.08%

Shares

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

Oct 31, 2024

SELL
$175.1 - $223.38 $700 - $893
-4 Reduced 0.11%
3,777 $835,000
Q2 2024

Aug 08, 2024

SELL
$164.43 - $190.9 $164 - $190
-1 Reduced 0.03%
3,781 $653,000
Q1 2024

May 13, 2024

SELL
$159.16 - $197.78 $303,995 - $377,759
-1,910 Reduced 33.56%
3,782 $722,000
Q4 2023

Feb 14, 2024

BUY
$136.38 - $164.71 $254,485 - $307,348
1,866 Added 48.77%
5,692 $930,000
Q3 2023

Nov 09, 2023

BUY
$132.08 - $149.83 $22,189 - $25,171
168 Added 4.59%
3,826 $536,000
Q2 2023

Aug 02, 2023

SELL
$120.9 - $138.4 $10,034 - $11,487
-83 Reduced 2.22%
3,658 $489,000
Q1 2023

Apr 21, 2023

SELL
$123.28 - $145.87 $616 - $729
-5 Reduced 0.13%
3,741 $490,000
Q4 2022

Feb 09, 2023

SELL
$117.75 - $150.62 $2,590 - $3,313
-22 Reduced 0.58%
3,746 $527,000
Q3 2022

Oct 24, 2022

SELL
$118.81 - $141.12 $34,336 - $40,783
-289 Reduced 7.12%
3,768 $448,000
Q2 2022

Jul 29, 2022

SELL
$125.98 - $142.88 $33,888 - $38,434
-269 Reduced 6.22%
4,057 $573,000
Q1 2022

May 17, 2022

SELL
$121.35 - $138.22 $47,326 - $53,905
-390 Reduced 8.27%
4,326 $562,000
Q4 2021

Jan 19, 2022

SELL
$115.81 - $138.25 $3,705 - $4,424
-32 Reduced 0.67%
4,716 $630,000
Q3 2021

Nov 09, 2021

SELL
$127.12 - $140.38 $12,203 - $13,476
-96 Reduced 1.98%
4,748 $630,000
Q2 2021

Aug 09, 2021

BUY
$125.41 - $144.63 $13,669 - $15,764
109 Added 2.3%
4,844 $710,000
Q1 2021

Apr 29, 2021

SELL
$113.37 - $130.38 $43,534 - $50,065
-384 Reduced 7.5%
4,735 $631,000
Q4 2020

Jan 28, 2021

BUY
$101.96 - $125.71 $21,615 - $26,650
212 Added 4.32%
5,119 $644,000
Q3 2020

Nov 09, 2020

BUY
$110.62 - $123.01 $24,336 - $27,062
220 Added 4.69%
4,907 $597,000
Q2 2020

Aug 14, 2020

SELL
$100.52 - $129.78 $4,724 - $6,099
-47 Reduced 0.99%
4,687 $566,000
Q1 2020

Apr 23, 2020

SELL
$90.6 - $149.87 $18,663 - $30,873
-206 Reduced 4.17%
4,734 $525,000
Q4 2019

Jan 28, 2020

SELL
$126.11 - $137.34 $95,465 - $103,966
-757 Reduced 13.29%
4,940 $662,000
Q3 2019

Oct 23, 2019

SELL
$123.87 - $144.7 $990 - $1,157
-8 Reduced 0.14%
5,697 $828,000
Q2 2019

Jul 12, 2019

SELL
$121.41 - $138.76 $66,289 - $75,762
-546 Reduced 8.73%
5,705 $787,000
Q1 2019

May 01, 2019

SELL
$107.94 - $135.22 $4,317 - $5,408
-40 Reduced 0.64%
6,251 $882,000
Q4 2018

Jan 17, 2019

SELL
$102.84 - $146.99 $57,179 - $81,726
-556 Reduced 8.12%
6,291 $715,000
Q3 2018

Oct 04, 2018

BUY
$133.43 - $144.94 $135,564 - $147,259
1,016 Added 17.42%
6,847 $1.04 Million
Q2 2018

Jul 19, 2018

SELL
$131.43 - $153.83 $2,365 - $2,768
-18 Reduced 0.31%
5,831 $815,000
Q1 2018

Apr 13, 2018

SELL
$141.1 - $161.68 $564 - $646
-4 Reduced 0.07%
5,849 $897,000
Q4 2017

Jan 31, 2018

SELL
$140.04 - $154.94 $54,895 - $60,736
-392 Reduced 6.28%
5,853 $898,000
Q3 2017

Nov 08, 2017

SELL
$133.56 - $140.11 $2,671 - $2,802
-20 Reduced 0.32%
6,245 $906,000
Q2 2017

Aug 10, 2017

BUY
N/A
6,265
6,265 $963,000

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 $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
Track This Portfolio

Track Wealth Architects, LLC Portfolio

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

News

Stay updated on Wealth Architects, LLC with notifications on news.