A detailed history of Capital Advisors Wealth Management, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 2,915 shares of IBM stock, worth $649,403. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,915
Previous 2,383 22.32%
Holding current value
$649,403
Previous $412,000 56.31%
% of portfolio
0.12%
Previous 0.08%

Shares

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

Oct 15, 2024

BUY
$175.1 - $223.38 $93,153 - $118,838
532 Added 22.32%
2,915 $644,000
Q2 2024

Jul 16, 2024

BUY
$164.43 - $190.9 $1,644 - $1,909
10 Added 0.42%
2,383 $412,000
Q1 2024

Apr 12, 2024

BUY
$159.16 - $197.78 $8,276 - $10,284
52 Added 2.24%
2,373 $453,000
Q4 2023

Jan 08, 2024

BUY
$136.38 - $164.71 $12,137 - $14,659
89 Added 3.99%
2,321 $379,000
Q3 2023

Oct 10, 2023

BUY
$132.08 - $149.83 $24,698 - $28,018
187 Added 9.14%
2,232 $313,000
Q2 2023

Jul 11, 2023

BUY
$120.9 - $138.4 $19,464 - $22,282
161 Added 8.55%
2,045 $273,000
Q1 2023

Apr 14, 2023

SELL
$123.28 - $145.87 $9,615 - $11,377
-78 Reduced 3.98%
1,884 $246,000
Q4 2022

Feb 09, 2023

BUY
$117.75 - $150.62 $942 - $1,204
8 Added 0.41%
1,962 $276,000
Q3 2022

Nov 14, 2022

BUY
$118.81 - $141.12 $7,603 - $9,031
64 Added 3.39%
1,954 $232,000
Q2 2022

Aug 04, 2022

BUY
$125.98 - $142.88 $43,967 - $49,865
349 Added 22.65%
1,890 $267,000
Q1 2022

May 09, 2022

BUY
$121.35 - $138.22 $187,000 - $212,997
1,541 New
1,541 $200,000

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 $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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