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 23,678 shares of IBM stock, worth $5.29 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
23,678
Previous 29,249 19.05%
Holding current value
$5.29 Million
Previous $5.06 Billion 3.48%
% of portfolio
0.7%
Previous 0.54%

Shares

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

Nov 05, 2024

SELL
$175.1 - $223.38 $975,482 - $1.24 Million
-5,571 Reduced 19.05%
23,678 $5.23 Billion
Q2 2024

Aug 09, 2024

SELL
$164.43 - $190.9 $147,164 - $170,855
-895 Reduced 2.97%
29,249 $5.06 Billion
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

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
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