A detailed history of Gradient Capital Advisors, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 1,827 shares of IBM stock, worth $410,874. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,827
Previous 1,823 0.22%
Holding current value
$410,874
Previous $315,000 27.94%
% of portfolio
0.14%
Previous 0.11%

Shares

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

Oct 16, 2024

BUY
$175.1 - $223.38 $700 - $893
4 Added 0.22%
1,827 $403,000
Q2 2024

Jul 19, 2024

BUY
$164.43 - $190.9 $822 - $954
5 Added 0.28%
1,823 $315,000
Q1 2024

Apr 17, 2024

SELL
$159.16 - $197.78 $954 - $1,186
-6 Reduced 0.33%
1,818 $347,000
Q4 2023

Jan 31, 2024

BUY
$136.38 - $164.71 $5,591 - $6,753
41 Added 2.3%
1,824 $298,000
Q3 2023

Oct 24, 2023

BUY
$132.08 - $149.83 $660 - $749
5 Added 0.28%
1,783 $250,000
Q2 2023

Jul 18, 2023

BUY
$120.9 - $138.4 $725 - $830
6 Added 0.34%
1,778 $237,000
Q1 2023

Apr 17, 2023

BUY
$123.28 - $145.87 $616 - $729
5 Added 0.28%
1,772 $232,000
Q4 2022

Feb 03, 2023

BUY
$117.75 - $150.62 $471 - $602
4 Added 0.23%
1,767 $248,000
Q3 2022

Nov 04, 2022

BUY
$118.81 - $141.12 $475 - $564
4 Added 0.23%
1,763 $210,000
Q2 2022

Jul 18, 2022

BUY
$125.98 - $142.88 $629 - $714
5 Added 0.29%
1,759 $248,000
Q1 2022

Apr 29, 2022

SELL
$121.35 - $138.22 $9,465 - $10,781
-78 Reduced 4.26%
1,754 $228,000
Q4 2021

Jan 31, 2022

SELL
$115.81 - $138.25 $41,691 - $49,770
-360 Reduced 16.42%
1,832 $245,000
Q3 2021

Nov 02, 2021

BUY
$127.12 - $140.38 $9,788 - $10,809
77 Added 3.64%
2,192 $305,000
Q2 2021

Aug 02, 2021

BUY
$125.41 - $144.63 $501 - $578
4 Added 0.19%
2,115 $310,000
Q1 2021

Apr 21, 2021

SELL
$113.37 - $130.38 $17,799 - $20,469
-157 Reduced 6.92%
2,111 $281,000
Q4 2020

Jan 20, 2021

SELL
$101.96 - $125.71 $89,215 - $109,996
-875 Reduced 27.84%
2,268 $285,000
Q3 2020

Oct 21, 2020

SELL
$110.62 - $123.01 $12,610 - $14,023
-114 Reduced 3.5%
3,143 $382,000
Q2 2020

Jul 28, 2020

BUY
$100.52 - $129.78 $24,426 - $31,536
243 Added 8.06%
3,257 $393,000
Q1 2020

Apr 22, 2020

BUY
$90.6 - $149.87 $273,068 - $451,708
3,014 New
3,014 $334,000

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 $202B
  • 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 Gradient Capital Advisors, LLC Portfolio

Follow Gradient Capital Advisors, 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 Gradient Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Capital Advisors, LLC with notifications on news.