Wealth Effects LLC International Business Machines Corp Transaction History

Wealth Effects LLC

$241 Million
Q2 2025

A detailed history of Wealth Effects LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Wealth Effects LLC holds 12,677 shares of IBM stock, worth $3.58 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

12,677

Previous 11,692 8.42%

Holding current value

$3.58 Million

Previous $2.91 Million 28.52%

% of portfolio

1.55%

Previous 1.34%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$221.03 - $294.78 $217,714 - $290,358	985 Added 8.42%	12,677 $3.74 Million
Q1 2025 Apr 23, 2025	SELL	$217.4 - $264.74 $336,970 - $410,347	-1,550 Reduced 11.71%	11,692 $2.91 Million
Q4 2024 Jan 22, 2025	SELL	$204.9 - $238.04 $300,998 - $349,680	-1,469 Reduced 9.99%	13,242 $2.91 Million
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

# of Institutions

3,851

Shares Held

585M

Call Options Held

12.7M

Put Options Held

11.7M

View Full List

About INTERNATIONAL BUSINESS MACHINES CORP

Ticker IBM
Exchange NYSE
Sector Technology
Industry Information Technology Services
Shares Outstandng 896,320,000
Market Cap $253B
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...

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Wealth Effects LLC International Business Machines Corp Transaction History