A detailed history of N.E.W. Advisory Services LLC transactions in International Business Machines Corp stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 17,430 shares of IBM stock, worth $3.91 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
17,430
Previous 18,397 5.26%
Holding current value
$3.91 Million
Previous $3.18 Million 21.13%
% of portfolio
0.38%
Previous 0.34%

Shares

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

Oct 31, 2024

SELL
$175.1 - $223.38 $169,321 - $216,008
-967 Reduced 5.26%
17,430 $3.85 Million
Q2 2024

Aug 02, 2024

SELL
$164.43 - $190.9 $2,795 - $3,245
-17 Reduced 0.09%
18,397 $3.18 Million
Q1 2024

Apr 24, 2024

BUY
$159.16 - $197.78 $143,084 - $177,804
899 Added 5.13%
18,414 $3.52 Million
Q4 2023

Feb 06, 2024

SELL
$136.38 - $164.71 $156,837 - $189,416
-1,150 Reduced 6.16%
17,515 $2.86 Million
Q3 2023

Nov 03, 2023

BUY
$132.08 - $149.83 $39,227 - $44,499
297 Added 1.62%
18,665 $2.62 Million
Q2 2023

Aug 04, 2023

SELL
$120.9 - $138.4 $84,388 - $96,603
-698 Reduced 3.66%
18,368 $2.46 Million
Q1 2023

May 10, 2023

BUY
$123.28 - $145.87 $186,029 - $220,117
1,509 Added 8.59%
19,066 $2.5 Million
Q4 2022

Feb 13, 2023

BUY
$117.75 - $150.62 $101,618 - $129,985
863 Added 5.17%
17,557 $2.47 Million
Q3 2022

Nov 10, 2022

BUY
$118.81 - $141.12 $684,464 - $812,992
5,761 Added 52.69%
16,694 $1.98 Million
Q2 2022

Aug 01, 2022

BUY
$125.98 - $142.88 $265,817 - $301,476
2,110 Added 23.91%
10,933 $1.54 Million
Q1 2022

Apr 11, 2022

SELL
$121.35 - $138.22 $343,663 - $391,439
-2,832 Reduced 24.3%
8,823 $1.18 Million
Q4 2021

Jan 18, 2022

BUY
$115.81 - $138.25 $46,903 - $55,991
405 Added 3.6%
11,655 $1.56 Million
Q3 2021

Oct 13, 2021

BUY
$127.12 - $140.38 $150,510 - $166,209
1,184 Added 11.76%
11,250 $1.56 Million
Q2 2021

Jul 15, 2021

BUY
$125.41 - $144.63 $160,273 - $184,837
1,278 Added 14.54%
10,066 $1.48 Million
Q1 2021

Apr 14, 2021

BUY
$113.37 - $130.38 $559,707 - $643,686
4,937 Added 128.2%
8,788 $1.17 Million
Q4 2020

Jan 14, 2021

BUY
$101.96 - $125.71 $392,647 - $484,109
3,851 New
3,851 $485,000

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
Track This Portfolio

Track N.E.W. Advisory Services LLC Portfolio

Follow N.E.W. Advisory Services 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 N.E.W. Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on N.E.W. Advisory Services LLC with notifications on news.