Financial & Tax Architects, LLC International Business Machines Corp Transaction History

Financial & Tax Architects, LLC

$389 Billion
Q3 2024

A detailed history of Financial & Tax Architects, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 35,117 shares of IBM stock, worth $7.82 Million. This represents 2.0% of its overall portfolio holdings.

Number of Shares

35,117

Previous 36,823 4.63%

Holding current value

$7.82 Million

Previous $6.37 Billion 21.91%

% of portfolio

2.0%

Previous 1.71%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$175.1 - $223.38 $298,720 - $381,086	-1,706 Reduced 4.63%	35,117 $7.76 Billion
Q2 2024 Aug 09, 2024	BUY	$164.43 - $190.9 $414,692 - $481,449	2,522 Added 7.35%	36,823 $6.37 Billion
Q1 2024 May 08, 2024	SELL	$159.16 - $197.78 $553,717 - $688,076	-3,479 Reduced 9.21%	34,301 $6.55 Billion
Q4 2023 Jan 25, 2024	SELL	$136.38 - $164.71 $374,090 - $451,799	-2,743 Reduced 6.77%	37,780 $6.18 Billion
Q3 2023 Oct 19, 2023	BUY	$132.08 - $149.83 $90,871 - $103,083	688 Added 1.73%	40,523 $5.69 Billion
Q2 2023 Jul 25, 2023	BUY	$120.9 - $138.4 $203,353 - $232,788	1,682 Added 4.41%	39,835 $5.33 Billion
Q1 2023 Apr 26, 2023	BUY	$123.28 - $145.87 $227,081 - $268,692	1,842 Added 5.07%	38,153 $5 Billion
Q4 2022 Feb 09, 2023	BUY	$117.75 - $150.62 $4.28 Million - $5.47 Million	36,311 New	36,311 $5.13 Billion
Q3 2022 Aug 25, 2023	SELL	$118.81 - $141.12 $221,937 - $263,612	-1,868 Reduced 4.69%	37,967 $4.51 Billion
Q2 2022 Aug 25, 2023	BUY	$125.98 - $142.88 $414,222 - $469,789	3,288 Added 10.1%	35,858 $5.06 Billion
Q1 2022 Aug 25, 2023	SELL	$121.35 - $138.22 $881,607 - $1 Million	-7,265 Reduced 18.24%	32,570 $4.23 Billion
Q4 2021 Aug 25, 2023	BUY	$115.81 - $138.25 $582,176 - $694,982	5,027 Added 20.19%	29,923 $4 Billion
Q3 2021 Aug 25, 2023	BUY	$127.12 - $140.38 $529,327 - $584,542	4,164 Added 20.08%	24,896 $3.46 Billion
Q2 2021 Aug 25, 2023	BUY	$125.41 - $144.63 $223,731 - $258,019	1,784 Added 9.42%	20,732 $3.04 Billion
Q1 2021 Aug 25, 2023	SELL	$113.37 - $130.38 $2.37 Million - $2.72 Million	-20,887 Reduced 52.43%	18,948 $2.53 Billion

Others Institutions Holding IBM

# of Institutions

3,223

Shares Held

550M

Call Options Held

16.1M

Put Options Held

11.3M

View Full List

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...

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Financial & Tax Architects, LLC International Business Machines Corp Transaction History