A detailed history of Engrave Wealth Partners LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Engrave Wealth Partners LLC holds 3,022 shares of IBM stock, worth $678,167. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,022
Previous 2,983 1.31%
Holding current value
$678,167
Previous $418,000 18.18%
% of portfolio
0.14%
Previous 0.13%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 16, 2024

BUY
$136.38 - $164.71 $5,318 - $6,423
39 Added 1.31%
3,022 $494,000
Q3 2023

Nov 01, 2023

BUY
$132.08 - $149.83 $39,624 - $44,949
300 Added 11.18%
2,983 $418,000
Q2 2023

Jul 06, 2023

SELL
$120.9 - $138.4 $846 - $968
-7 Reduced 0.26%
2,683 $359,000
Q1 2023

Apr 26, 2023

SELL
$123.28 - $145.87 $4,931 - $5,834
-40 Reduced 1.47%
2,690 $352,000
Q4 2022

Jan 20, 2023

BUY
$117.75 - $150.62 $76,890 - $98,354
653 Added 31.44%
2,730 $0
Q3 2022

Oct 05, 2022

BUY
$118.81 - $141.12 $118 - $141
1 Added 0.05%
2,077 $247,000
Q4 2021

Jan 12, 2022

SELL
$115.81 - $138.25 $35,901 - $42,857
-310 Reduced 12.99%
2,076 $277,000
Q2 2021

Jul 15, 2021

BUY
$125.41 - $144.63 $37,873 - $43,678
302 Added 14.49%
2,386 $350,000
Q1 2021

Apr 19, 2021

BUY
$113.37 - $130.38 $906 - $1,043
8 Added 0.39%
2,084 $278,000
Q4 2020

Jan 15, 2021

SELL
$101.96 - $125.71 $33,544 - $41,358
-329 Reduced 13.68%
2,076 $263,000
Q3 2020

Oct 08, 2020

BUY
$110.62 - $123.01 $35,287 - $39,240
319 Added 15.29%
2,405 $293,000
Q2 2020

Jul 14, 2020

SELL
$100.52 - $129.78 $15,078 - $19,467
-150 Reduced 6.71%
2,086 $251,000
Q1 2020

Apr 20, 2020

SELL
$90.6 - $149.87 $5,889 - $9,741
-65 Reduced 2.82%
2,236 $248,000
Q4 2019

Mar 12, 2020

BUY
$126.11 - $137.34 $290,179 - $316,019
2,301 New
2,301 $308,000

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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