Wealth Plan Partners, LLC International Business Machines Corp Transaction History

Wealth Plan Partners, LLC

$966 Billion
Q1 2024

A detailed history of Wealth Plan Partners, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 30,144 shares of IBM stock, worth $5.55 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

30,144

Previous 44,998 33.01%

Holding current value

$5.55 Million

Previous $7.36 Billion 21.78%

% of portfolio

0.6%

Previous 0.76%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$159.16 - $197.78 $2.36 Million - $2.94 Million	-14,854 Reduced 33.01%	30,144 $5.76 Billion
Q4 2023 Jan 05, 2024	BUY	$136.38 - $164.71 $112,649 - $136,050	826 Added 1.87%	44,998 $7.36 Billion
Q3 2023 Nov 01, 2023	BUY	$132.08 - $149.83 $2.89 Million - $3.28 Million	21,898 Added 98.31%	44,172 $6.2 Billion
Q2 2023 Jul 31, 2023	BUY	$120.9 - $138.4 $2.33 Million - $2.67 Million	19,274 Added 642.47%	22,274 $2.98 Billion
Q1 2023 May 10, 2023	SELL	$123.28 - $145.87 $185,536 - $219,534	-1,505 Reduced 33.41%	3,000 $393 Million

Q4 2022 Feb 16, 2023	BUY	$117.75 - $150.62 $28,966 - $37,052	246 Added 5.78%	4,505 $613 Million
Q1 2022 May 03, 2022	BUY	$121.35 - $138.22 $193,067 - $219,908	1,591 Added 59.63%	4,259 $563,000
Q4 2021 Feb 01, 2022	SELL	$115.81 - $138.25 $24,783 - $29,585	-214 Reduced 7.43%	2,668 $356,000
Q3 2021 Dec 09, 2021	BUY	$127.12 - $140.38 $3,178 - $3,509	25 Added 0.88%	2,882 $382,000
Q2 2021 Aug 19, 2021	BUY	$125.41 - $144.63 $43,517 - $50,186	347 Added 13.82%	2,857 $406,000
Q1 2021 May 11, 2021	BUY	$113.37 - $130.38 $53,964 - $62,060	476 Added 23.4%	2,510 $366,000
Q4 2020 Feb 09, 2021	BUY	$101.96 - $125.71 $207,386 - $255,694	2,034 New	2,034 $246,000
Q1 2020 May 15, 2020	SELL	$90.6 - $149.87 $136,987 - $226,603	-1,512 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$126.11 - $137.34 $190,678 - $207,658	1,512 New	1,512 $235,000
Q3 2019 Nov 15, 2019	SELL	$123.87 - $144.7 $298,402 - $348,582	-2,409 Closed	0 $0
Q2 2019 Aug 19, 2019	BUY	$121.41 - $138.76 $42,979 - $49,121	354 Added 17.23%	2,409 $327,000
Q1 2019 May 16, 2019	SELL	$107.94 - $135.22 $107 - $135	-1 Reduced 0.05%	2,055 $276,000
Q4 2018 Feb 20, 2019	SELL	$102.84 - $146.99 $159,093 - $227,393	-1,547 Reduced 42.94%	2,056 $284,000
Q3 2018 Nov 21, 2018	SELL	$133.43 - $144.94 $54,572 - $59,280	-409 Reduced 10.19%	3,603 $422,000
Q2 2018 Aug 16, 2018	BUY	$131.43 - $153.83 $301,237 - $352,578	2,292 Added 133.26%	4,012 $560,000
Q1 2018 May 16, 2018	BUY	$141.1 - $161.68 $242,692 - $278,089	1,720 New	1,720 $264,000

Others Institutions Holding IBM

# of Institutions

3,016

Shares Held

531M

Call Options Held

16.7M

Put Options Held

13M

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 $165B
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 Plan Partners, LLC International Business Machines Corp Transaction History