A detailed history of Sonoma Private Wealth LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 1,438 shares of IBM stock, worth $298,485. This represents 0.5% of its overall portfolio holdings.

Number of Shares
1,438
Previous 1,525 5.7%
Holding current value
$298,485
Previous $264 Million 20.54%
% of portfolio
0.5%
Previous 0.43%

Shares

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

Oct 17, 2024

SELL
$175.1 - $223.38 $15,233 - $19,434
-87 Reduced 5.7%
1,438 $318 Million
Q1 2024

May 09, 2024

BUY
$159.16 - $197.78 $3,183 - $3,955
20 Added 1.33%
1,525 $291 Million
Q4 2023

Feb 12, 2024

SELL
$136.38 - $164.71 $103,376 - $124,850
-758 Reduced 33.5%
1,505 $246 Million
Q3 2023

Oct 30, 2023

BUY
$132.08 - $149.83 $1,056 - $1,198
8 Added 0.35%
2,263 $317 Million
Q2 2023

Aug 14, 2023

BUY
$120.9 - $138.4 $17,530 - $20,068
145 Added 6.87%
2,255 $302 Million
Q1 2023

May 10, 2023

SELL
$123.28 - $145.87 $66,694 - $78,915
-541 Reduced 20.41%
2,110 $277 Million
Q4 2022

Feb 13, 2023

BUY
$117.75 - $150.62 $312,155 - $399,293
2,651 New
2,651 $374 Million

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 $186B
  • 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
Track This Portfolio

Track Sonoma Private Wealth LLC Portfolio

Follow Sonoma Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sonoma Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sonoma Private Wealth LLC with notifications on news.