A detailed history of Burt Wealth Advisors transactions in International Business Machines Corp stock. As of the latest transaction made, Burt Wealth Advisors holds 6,031 shares of IBM stock, worth $1.35 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
6,031
Previous 6,031 -0.0%
Holding current value
$1.35 Million
Previous $1.04 Million 27.8%
% of portfolio
0.33%
Previous 0.28%

Shares

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

Jul 16, 2024

SELL
$164.43 - $190.9 $31,899 - $37,034
-194 Reduced 3.12%
6,031 $1.04 Million
Q1 2024

Apr 18, 2024

BUY
$159.16 - $197.78 $35,970 - $44,698
226 Added 3.77%
6,225 $1.19 Million
Q4 2023

Feb 01, 2024

BUY
$136.38 - $164.71 $545 - $658
4 Added 0.07%
5,999 $981,000
Q3 2023

Oct 11, 2023

BUY
$132.08 - $149.83 $264 - $299
2 Added 0.03%
5,995 $841,000
Q2 2023

Jul 18, 2023

SELL
$120.9 - $138.4 $241 - $276
-2 Reduced 0.03%
5,993 $801,000
Q1 2023

Apr 13, 2023

BUY
$123.28 - $145.87 $1,356 - $1,604
11 Added 0.18%
5,995 $785,000
Q4 2022

Jan 17, 2023

BUY
$117.75 - $150.62 $59,346 - $75,912
504 Added 9.2%
5,984 $843,000
Q3 2022

Oct 11, 2022

BUY
$118.81 - $141.12 $100,038 - $118,823
842 Added 18.15%
5,480 $651,000
Q2 2022

Jul 29, 2022

BUY
$125.98 - $142.88 $629 - $714
5 Added 0.11%
4,638 $655,000
Q1 2022

Apr 19, 2022

BUY
$121.35 - $138.22 $485 - $552
4 Added 0.09%
4,633 $602,000
Q4 2021

Jan 13, 2022

BUY
$115.81 - $138.25 $579 - $691
5 Added 0.11%
4,629 $619,000
Q3 2021

Oct 06, 2021

BUY
$127.12 - $140.38 $1,016 - $1,123
8 Added 0.17%
4,624 $642,000
Q2 2021

Jul 14, 2021

BUY
$125.41 - $144.63 $376 - $433
3 Added 0.07%
4,616 $677,000
Q1 2021

Apr 15, 2021

SELL
$113.37 - $130.38 $25,734 - $29,596
-227 Reduced 4.69%
4,613 $615,000
Q4 2020

Feb 11, 2021

BUY
$101.96 - $125.71 $509 - $628
5 Added 0.1%
4,840 $609,000
Q3 2020

Nov 10, 2020

SELL
$110.62 - $123.01 $11,504 - $12,793
-104 Reduced 2.11%
4,835 $588,000
Q2 2020

Aug 05, 2020

BUY
$100.52 - $129.78 $1,206 - $1,557
12 Added 0.24%
4,939 $596,000
Q1 2020

Apr 29, 2020

BUY
$90.6 - $149.87 $362 - $599
4 Added 0.08%
4,927 $547,000
Q4 2019

Jan 29, 2020

SELL
$126.11 - $137.34 $4,539 - $4,944
-36 Reduced 0.73%
4,923 $660,000
Q3 2019

Oct 31, 2019

SELL
$123.87 - $144.7 $1,486 - $1,736
-12 Reduced 0.24%
4,959 $721,000
Q2 2019

Aug 05, 2019

BUY
$121.41 - $138.76 $485 - $555
4 Added 0.08%
4,971 $685,000
Q1 2019

Apr 24, 2019

BUY
$107.94 - $135.22 $323 - $405
3 Added 0.06%
4,967 $701,000
Q4 2018

Feb 08, 2019

SELL
$102.84 - $146.99 $72,296 - $103,333
-703 Reduced 12.41%
4,964 $564,000
Q3 2018

Oct 30, 2018

SELL
$133.43 - $144.94 $44,165 - $47,975
-331 Reduced 5.52%
5,667 $857,000
Q2 2018

Jul 27, 2018

SELL
$131.43 - $153.83 $13,800 - $16,152
-105 Reduced 1.72%
5,998 $838,000
Q1 2018

Apr 24, 2018

SELL
$141.1 - $161.68 $5,079 - $5,820
-36 Reduced 0.59%
6,103 $936,000
Q4 2017

Jan 30, 2018

BUY
$140.04 - $154.94 $14,704 - $16,268
105 Added 1.74%
6,139 $942,000
Q3 2017

Nov 09, 2017

SELL
$133.56 - $140.11 $51,687 - $54,222
-387 Reduced 6.03%
6,034 $875,000
Q2 2017

Aug 07, 2017

BUY
N/A
6,421
6,421 $987,000

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
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