A detailed history of Wealth Dimensions Group, Ltd. transactions in International Business Machines Corp stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 3,932 shares of IBM stock, worth $872,628. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,932
Previous 3,965 0.83%
Holding current value
$872,628
Previous $685,000 26.86%
% of portfolio
0.22%
Previous 0.2%

Shares

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

Nov 12, 2024

SELL
$175.1 - $223.38 $5,778 - $7,371
-33 Reduced 0.83%
3,932 $869,000
Q2 2024

Aug 09, 2024

SELL
$164.43 - $190.9 $42,587 - $49,443
-259 Reduced 6.13%
3,965 $685,000
Q4 2023

Feb 09, 2024

SELL
$136.38 - $164.71 $26,457 - $31,953
-194 Reduced 4.39%
4,224 $690,000
Q3 2023

Nov 14, 2023

BUY
$132.08 - $149.83 $23,246 - $26,370
176 Added 4.15%
4,418 $619,000
Q2 2023

Aug 14, 2023

SELL
$120.9 - $138.4 $13,419 - $15,362
-111 Reduced 2.55%
4,242 $567,000
Q1 2023

May 09, 2023

BUY
$123.28 - $145.87 $85,556 - $101,233
694 Added 18.97%
4,353 $570,000
Q4 2022

Feb 10, 2023

SELL
$117.75 - $150.62 $22,843 - $29,220
-194 Reduced 5.04%
3,659 $515,000
Q3 2022

Nov 10, 2022

BUY
$118.81 - $141.12 $8,079 - $9,596
68 Added 1.8%
3,853 $458,000
Q2 2022

Aug 05, 2022

BUY
$125.98 - $142.88 $377 - $428
3 Added 0.08%
3,785 $534,000
Q1 2022

May 04, 2022

BUY
$121.35 - $138.22 $3,640 - $4,146
30 Added 0.8%
3,782 $492,000
Q4 2021

Feb 04, 2022

BUY
$115.81 - $138.25 $3,474 - $4,147
30 Added 0.81%
3,752 $501,000
Q4 2020

Feb 17, 2021

BUY
$101.96 - $125.71 $379,495 - $467,892
3,722 New
3,722 $469,000

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 $199B
  • 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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