Wealthspire Advisors, LLC International Business Machines Corp Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 26,342 shares of IBM stock, worth $5.95 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

26,342

Previous 25,186 4.59%

Holding current value

$5.95 Million

Previous $4.36 Million 33.71%

% of portfolio

0.06%

Previous 0.06%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$175.1 - $223.38 $202,415 - $258,227	1,156 Added 4.59%	26,342 $5.82 Million
Q2 2024 Aug 08, 2024	SELL	$164.43 - $190.9 $16,936 - $19,662	-103 Reduced 0.41%	25,186 $4.36 Million
Q1 2024 May 06, 2024	BUY	$159.16 - $197.78 $35,174 - $43,709	221 Added 0.88%	25,289 $4.83 Million
Q4 2023 Feb 06, 2024	SELL	$136.38 - $164.71 $136,380 - $164,710	-1,000 Reduced 3.84%	25,068 $4.1 Million
Q3 2023 Nov 06, 2023	BUY	$132.08 - $149.83 $466,770 - $529,499	3,534 Added 15.68%	26,068 $3.66 Million
Q2 2023 Jul 31, 2023	SELL	$120.9 - $138.4 $108,810 - $124,560	-900 Reduced 3.84%	22,534 $3.02 Million
Q1 2023 May 09, 2023	SELL	$123.28 - $145.87 $328,171 - $388,305	-2,662 Reduced 10.2%	23,434 $3.07 Million
Q4 2022 Feb 13, 2023	BUY	$117.75 - $150.62 $989,806 - $1.27 Million	8,406 Added 47.52%	26,096 $3.68 Million
Q3 2022 Nov 14, 2022	BUY	$118.81 - $141.12 $332,073 - $394,430	2,795 Added 18.76%	17,690 $2.1 Million
Q2 2022 Aug 09, 2022	SELL	$125.98 - $142.88 $42,455 - $48,150	-337 Reduced 2.21%	14,895 $2.1 Million
Q1 2022 May 09, 2022	SELL	$121.35 - $138.22 $395,965 - $451,011	-3,263 Reduced 17.64%	15,232 $1.98 Million
Q4 2021 Feb 14, 2022	SELL	$115.81 - $138.25 $329,479 - $393,321	-2,845 Reduced 13.33%	18,495 $2.47 Million
Q3 2021 Nov 15, 2021	BUY	$127.12 - $140.38 $820,686 - $906,293	6,456 Added 43.38%	21,340 $2.97 Million
Q2 2021 Aug 13, 2021	SELL	$125.41 - $144.63 $1.29 Million - $1.48 Million	-10,264 Reduced 40.81%	14,884 $2.18 Million
Q1 2021 May 17, 2021	BUY	$113.37 - $130.38 $957,182 - $1.1 Million	8,443 Added 50.54%	25,148 $3.35 Million
Q4 2020 Feb 16, 2021	BUY	$101.96 - $125.71 $1.05 Million - $1.3 Million	10,308 Added 161.14%	16,705 $2.1 Million
Q3 2020 Nov 16, 2020	BUY	$110.62 - $123.01 $113,717 - $126,454	1,028 Added 19.15%	6,397 $778,000
Q2 2020 Aug 14, 2020	SELL	$100.52 - $129.78 $2.23 Million - $2.88 Million	-22,175 Reduced 80.51%	5,369 $648,000
Q1 2020 May 12, 2020	BUY	$90.6 - $149.87 $2.13 Million - $3.52 Million	23,480 Added 577.76%	27,544 $3.06 Million
Q4 2019 Feb 14, 2020	BUY	$126.11 - $137.34 $106,184 - $115,640	842 Added 26.13%	4,064 $545,000
Q3 2019 Nov 12, 2019	BUY	$123.87 - $144.7 $399,109 - $466,223	3,222 New	3,222 $469,000
Q1 2019 May 08, 2019	SELL	$107.94 - $135.22 $119,381 - $149,553	-1,106 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$102.84 - $146.99 $113,741 - $162,570	1,106 New	1,106 $126,000

Others Institutions Holding IBM

# of Institutions

3,245

Shares Held

547M

Call Options Held

16.1M

Put Options Held

11.3M

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 $203B
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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Wealthspire Advisors, LLC International Business Machines Corp Transaction History