Heartwood Wealth Advisors LLC International Business Machines Corp Transaction History

Heartwood Wealth Advisors LLC

  • $1.02 Billion
  • Q4 2025

A detailed history of Heartwood Wealth Advisors LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 1,170 shares of IBM stock, worth $347,688. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,170
Previous 5,509 78.76%
Holding current value
$347,688
Previous $1.55 Million 77.67%
% of portfolio
0.03%
Previous 0.15%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
$275.97 - $314.98 $1.2 Million - $1.37 Million
-4,339 Reduced 78.76%
1,170 $347,000
Q3 2025

Oct 06, 2025
BUY
$234.77 - $292.47 $58,692 - $73,117
250 Added 4.75%
5,509 $1.55 Million
Q2 2025

Jul 08, 2025
BUY
$221.03 - $294.78 $46,195 - $61,609
209 Added 4.14%
5,259 $1.55 Million
Q1 2025

Apr 21, 2025
SELL
$217.4 - $264.74 $187,616 - $228,470
-863 Reduced 14.59%
5,050 $1.26 Million
Q4 2024

Jan 10, 2025
BUY
$204.9 - $238.04 $1,024 - $1,190
5 Added 0.08%
5,913 $1.3 Million
Q3 2024

Oct 07, 2024
BUY
$175.1 - $223.38 $20,486 - $26,135
117 Added 2.02%
5,908 $1.31 Million
Q2 2024

Jul 09, 2024
BUY
$164.43 - $190.9 $7,892 - $9,163
48 Added 0.84%
5,791 $1 Million
Q1 2024

Apr 02, 2024
SELL
$159.16 - $197.78 $38,835 - $48,258
-244 Reduced 4.08%
5,743 $1.1 Million
Q4 2023

Jan 17, 2024
BUY
$136.38 - $164.71 $28,230 - $34,094
207 Added 3.58%
5,987 $979,000
Q3 2023

Oct 17, 2023
SELL
$132.08 - $149.83 $87,040 - $98,737
-659 Reduced 10.23%
5,780 $810,000
Q2 2023

Jul 19, 2023
BUY
$120.9 - $138.4 $66,615 - $76,258
551 Added 9.36%
6,439 $861,000
Q1 2023

Apr 14, 2023
BUY
$123.28 - $145.87 $122,417 - $144,848
993 Added 20.29%
5,888 $771,000
Q4 2022

Jan 12, 2023
SELL
$117.75 - $150.62 $20,606 - $26,358
-175 Reduced 3.45%
4,895 $0
Q3 2022

Oct 25, 2022
BUY
$118.81 - $141.12 $89,582 - $106,404
754 Added 17.47%
5,070 $602,000
Q2 2022

Jul 25, 2022
BUY
$125.98 - $142.88 $22,676 - $25,718
180 Added 4.35%
4,316 $609,000
Q1 2022

Apr 26, 2022
BUY
$121.35 - $138.22 $145,984 - $166,278
1,203 Added 41.02%
4,136 $538,000
Q4 2021

Jan 12, 2022
BUY
$115.81 - $138.25 $34,395 - $41,060
297 Added 11.27%
2,933 $392,000
Q3 2021

Oct 12, 2021
BUY
$127.12 - $140.38 $10,423 - $11,511
82 Added 3.21%
2,636 $366,000
Q2 2021

Jul 21, 2021
BUY
$125.41 - $144.63 $320,297 - $369,385
2,554 New
2,554 $374,000

Others Institutions Holding IBM

# of Institutions
3,936
Shares Held
578M
Call Options Held
17.9M
Put Options Held
13.5M
View Full List

About INTERNATIONAL BUSINESS MACHINES CORP

IBM Quotes by TradingView
  • Ticker IBM
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 896,320,000
  • Market Cap $266B
  • 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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