York Bridge Wealth Partners, LLC International Business Machines Corp Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 4,868 shares of IBM stock, worth $841,920. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,868

Previous 4,868 -0.0%

Holding current value

$841,920

Previous $578,000 18.51%

% of portfolio

0.17%

Previous 0.15%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 18, 2022	BUY	$118.81 - $141.12 $5,346 - $6,350	45 Added 0.93%	4,868 $578,000
Q4 2021 Jan 19, 2022	SELL	$115.81 - $138.25 $162,134 - $193,550	-1,400 Reduced 22.5%	4,823 $645,000
Q3 2021 Oct 22, 2021	BUY	$127.12 - $140.38 $42,839 - $47,308	337 Added 5.73%	6,223 $865,000
Q2 2021 Jul 22, 2021	SELL	$125.41 - $144.63 $2,884 - $3,326	-23 Reduced 0.39%	5,886 $863,000
Q1 2021 Apr 15, 2021	SELL	$113.37 - $130.38 $9,409 - $10,821	-83 Reduced 1.39%	5,909 $787,000

Q4 2020 Jan 19, 2021	BUY	$101.96 - $125.71 $1,631 - $2,011	16 Added 0.27%	5,992 $754,000
Q3 2020 Oct 19, 2020	SELL	$110.62 - $123.01 $1,106 - $1,230	-10 Reduced 0.17%	5,976 $727,000
Q2 2020 Jul 20, 2020	SELL	$100.52 - $129.78 $95,996 - $123,939	-955 Reduced 13.76%	5,986 $723,000
Q1 2020 Apr 16, 2020	SELL	$90.6 - $149.87 $88,516 - $146,422	-977 Reduced 12.34%	6,941 $770,000
Q4 2019 Jan 17, 2020	SELL	$126.11 - $137.34 $2,900 - $3,158	-23 Reduced 0.29%	7,918 $1.06 Million
Q3 2019 Oct 21, 2019	SELL	$123.87 - $144.7 $99,096 - $115,759	-800 Reduced 9.15%	7,941 $1.16 Million
Q1 2019 May 09, 2019	SELL	$107.94 - $135.22 $52,135 - $65,311	-483 Reduced 5.24%	8,741 $1.23 Million
Q4 2018 Feb 14, 2019	SELL	$102.84 - $146.99 $25,710 - $36,747	-250 Reduced 2.64%	9,224 $1.05 Million
Q3 2018 Nov 14, 2018	SELL	$133.43 - $144.94 $25,218 - $27,393	-189 Reduced 1.96%	9,474 $1.45 Million
Q2 2018 Aug 10, 2018	BUY	$131.43 - $153.83 $20,503 - $23,997	156 Added 1.64%	9,663 $1.35 Million
Q1 2018 May 15, 2018	BUY	$141.1 - $161.68 $104,837 - $120,128	743 Added 8.48%	9,507 $1.5 Million
Q4 2017 Feb 12, 2018	SELL	$140.04 - $154.94 $21,146 - $23,395	-151 Reduced 1.69%	8,764 $1.34 Million
Q3 2017 Oct 27, 2017	BUY	$133.56 - $140.11 $13,356 - $14,011	100 Added 1.13%	8,915 $1.29 Million
Q2 2017 Aug 14, 2017	BUY	N/A	8,815	8,815 $1.37 Million

Others Institutions Holding IBM

# of Institutions

3,027

Shares Held

530M

Call Options Held

16.7M

Put Options Held

13.1M

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 $155B
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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York Bridge Wealth Partners, LLC International Business Machines Corp Transaction History