A detailed history of True Wealth Design, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, True Wealth Design, LLC holds 31 shares of IBM stock, worth $6,956. This represents 0.0% of its overall portfolio holdings.

Number of Shares
31
Previous 31 -0.0%
Holding current value
$6,956
Previous $5.36 Million 27.83%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$164.43 - $190.9 $8,385 - $9,735
-51 Reduced 62.2%
31 $5.36 Million
Q1 2024

May 14, 2024

BUY
$159.16 - $197.78 $2,069 - $2,571
13 Added 18.84%
82 $15.7 Million
Q4 2023

Feb 14, 2024

BUY
$136.38 - $164.71 $7,364 - $8,894
54 Added 360.0%
69 $11.3 Million
Q3 2023

Nov 13, 2023

SELL
$132.08 - $149.83 $749,421 - $850,135
-5,674 Reduced 99.74%
15 $2.11 Million
Q2 2023

Aug 14, 2023

SELL
$120.9 - $138.4 $3,989 - $4,567
-33 Reduced 0.58%
5,689 $761 Million
Q1 2023

May 12, 2023

BUY
$123.28 - $145.87 $40,066 - $47,407
325 Added 6.02%
5,722 $750 Million
Q4 2022

Feb 15, 2023

BUY
$117.75 - $150.62 $635,496 - $812,896
5,397 New
5,397 $760 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 $201B
  • 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 True Wealth Design, LLC Portfolio

Follow True Wealth Design, 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 True Wealth Design, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Design, LLC with notifications on news.