A detailed history of Cassaday & CO Wealth Management LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 13,084 shares of IBM stock, worth $2.91 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,084
Previous 12,852 1.81%
Holding current value
$2.91 Million
Previous $2.22 Million 30.15%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 07, 2024

BUY
$175.1 - $223.38 $40,623 - $51,824
232 Added 1.81%
13,084 $2.89 Million
Q2 2024

Jul 30, 2024

BUY
$164.43 - $190.9 $47,026 - $54,597
286 Added 2.28%
12,852 $2.22 Million
Q1 2024

May 08, 2024

BUY
$159.16 - $197.78 $102,817 - $127,765
646 Added 5.42%
12,566 $2.4 Million
Q4 2023

Feb 09, 2024

BUY
$136.38 - $164.71 $20,184 - $24,377
148 Added 1.26%
11,920 $1.95 Million
Q3 2023

Nov 06, 2023

BUY
$132.08 - $149.83 $45,435 - $51,541
344 Added 3.01%
11,772 $1.65 Million
Q2 2023

Aug 07, 2023

SELL
$120.9 - $138.4 $48,964 - $56,052
-405 Reduced 3.42%
11,428 $1.53 Million
Q1 2023

May 03, 2023

BUY
$123.28 - $145.87 $15,286 - $18,087
124 Added 1.06%
11,833 $1.55 Million
Q4 2022

Feb 07, 2023

BUY
$117.75 - $150.62 $1.38 Million - $1.76 Million
11,709 New
11,709 $0

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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