A detailed history of Wealthquest Corp transactions in International Business Machines Corp stock. As of the latest transaction made, Wealthquest Corp holds 1,722 shares of IBM stock, worth $305,310. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,722
Previous 1,847 6.77%
Holding current value
$305,310
Previous $302,000 8.61%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$159.16 - $197.78 $19,895 - $24,722
-125 Reduced 6.77%
1,722 $328,000
Q4 2023

Feb 15, 2024

SELL
$136.38 - $164.71 $223,799 - $270,289
-1,641 Reduced 47.05%
1,847 $302,000
Q3 2023

Nov 15, 2023

SELL
$132.08 - $149.83 $17,698 - $20,077
-134 Reduced 3.7%
3,488 $489,000
Q2 2023

Aug 14, 2023

BUY
$120.9 - $138.4 $33,247 - $38,060
275 Added 8.22%
3,622 $484,000
Q3 2022

Nov 08, 2022

SELL
$118.81 - $141.12 $58,216 - $69,148
-490 Reduced 12.77%
3,347 $397,000
Q4 2021

Feb 14, 2022

SELL
$115.81 - $138.25 $84,425 - $100,784
-729 Reduced 15.97%
3,837 $512,000
Q3 2021

Nov 15, 2021

BUY
$127.12 - $140.38 $34,449 - $38,042
271 Added 6.31%
4,566 $634,000
Q2 2021

Aug 10, 2021

SELL
$125.41 - $144.63 $36,368 - $41,942
-290 Reduced 6.32%
4,295 $629,000
Q1 2021

May 13, 2021

BUY
$113.37 - $130.38 $21,767 - $25,032
192 Added 4.37%
4,585 $610,000
Q4 2020

Feb 09, 2021

SELL
$101.96 - $125.71 $58,321 - $71,906
-572 Reduced 11.52%
4,393 $552,000
Q4 2019

Feb 18, 2020

SELL
$126.11 - $137.34 $46,030 - $50,129
-365 Reduced 6.85%
4,965 $665,000
Q4 2018

Jan 23, 2019

BUY
$102.84 - $146.99 $548,137 - $783,456
5,330 New
5,330 $605,000

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 $159B
  • 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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