A detailed history of Wealth Effects LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Wealth Effects LLC holds 14,711 shares of IBM stock, worth $3.29 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
14,711
Previous 14,011 5.0%
Holding current value
$3.29 Million
Previous $2.42 Million 34.21%
% of portfolio
1.28%
Previous 1.0%

Shares

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

Oct 21, 2024

BUY
$175.1 - $223.38 $122,570 - $156,366
700 Added 5.0%
14,711 $3.25 Million
Q2 2024

Aug 02, 2024

SELL
$164.43 - $190.9 $22,198 - $25,771
-135 Reduced 0.95%
14,011 $2.42 Million
Q1 2024

Apr 22, 2024

BUY
$159.16 - $197.78 $310,998 - $386,462
1,954 Added 16.03%
14,146 $2.7 Million
Q4 2023

Jan 29, 2024

BUY
$136.38 - $164.71 $418,004 - $504,836
3,065 Added 33.58%
12,192 $1.99 Million
Q3 2023

Oct 16, 2023

SELL
$132.08 - $149.83 $141,457 - $160,467
-1,071 Reduced 10.5%
9,127 $1.28 Million
Q2 2023

Jul 18, 2023

SELL
$120.9 - $138.4 $78,464 - $89,821
-649 Reduced 5.98%
10,198 $1.36 Million
Q1 2023

May 04, 2023

BUY
$123.28 - $145.87 $141,278 - $167,167
1,146 Added 11.81%
10,847 $1.42 Million
Q4 2022

Feb 02, 2023

BUY
$117.75 - $150.62 $24,727 - $31,630
210 Added 2.21%
9,701 $1.37 Million
Q3 2022

Nov 14, 2022

SELL
$118.81 - $141.12 $35,405 - $42,053
-298 Reduced 3.04%
9,491 $1.13 Million
Q2 2022

Aug 03, 2022

BUY
$125.98 - $142.88 $91,335 - $103,588
725 Added 8.0%
9,789 $1.38 Million
Q1 2022

May 16, 2022

BUY
$121.35 - $138.22 $280,197 - $319,149
2,309 Added 34.18%
9,064 $1.18 Million
Q4 2021

Feb 09, 2022

BUY
$115.81 - $138.25 $782,296 - $933,878
6,755 New
6,755 $903,000

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 Effects LLC Portfolio

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

News

Stay updated on Wealth Effects LLC with notifications on news.