A detailed history of Wealth Architects, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Wealth Architects, LLC holds 3,781 shares of IBM stock, worth $830,799. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,781
Previous 3,782 0.03%
Holding current value
$830,799
Previous $722,000 9.56%
% of portfolio
0.08%
Previous 0.1%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $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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