A detailed history of Sax Wealth Advisors, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 4,687 shares of IBM stock, worth $1.05 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,687
Previous 4,222 11.01%
Holding current value
$1.05 Million
Previous $730,000 41.92%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Oct 17, 2024

BUY
$175.1 - $223.38 $81,421 - $103,871
465 Added 11.01%
4,687 $1.04 Million
Q2 2024

Jul 12, 2024

BUY
$164.43 - $190.9 $76,624 - $88,959
466 Added 12.41%
4,222 $730,000
Q1 2024

May 13, 2024

SELL
$159.16 - $197.78 $477 - $593
-3 Reduced 0.08%
3,756 $717,000
Q4 2023

Feb 14, 2024

SELL
$136.38 - $164.71 $103,376 - $124,850
-758 Reduced 16.78%
3,759 $614,000
Q3 2023

Nov 07, 2023

SELL
$132.08 - $149.83 $25,227 - $28,617
-191 Reduced 4.06%
4,517 $633,000
Q2 2023

Aug 10, 2023

SELL
$120.9 - $138.4 $26,718 - $30,586
-221 Reduced 4.48%
4,708 $629,000
Q1 2023

May 05, 2023

BUY
$123.28 - $145.87 $616 - $729
5 Added 0.1%
4,929 $646,000
Q4 2022

Feb 06, 2023

SELL
$117.75 - $150.62 $22,137 - $28,316
-188 Reduced 3.68%
4,924 $693,000
Q3 2022

Nov 08, 2022

SELL
$118.81 - $141.12 $118 - $141
-1 Reduced 0.02%
5,112 $607,000
Q2 2022

Aug 11, 2022

SELL
$125.98 - $142.88 $14,613 - $16,574
-116 Reduced 2.22%
5,113 $722,000
Q1 2022

Apr 20, 2022

SELL
$121.35 - $138.22 $80,697 - $91,916
-665 Reduced 11.28%
5,229 $680,000
Q4 2021

Feb 07, 2022

BUY
$115.81 - $138.25 $100,059 - $119,448
864 Added 17.18%
5,894 $788,000
Q3 2021

Dec 10, 2021

BUY
$127.12 - $140.38 $2,669 - $2,947
21 Added 0.42%
5,030 $699,000
Q2 2021

Aug 12, 2021

BUY
$125.41 - $144.63 $18,184 - $20,971
145 Added 2.98%
5,009 $734,000
Q1 2021

May 14, 2021

BUY
$113.37 - $130.38 $118,244 - $135,986
1,043 Added 27.3%
4,864 $648,000
Q4 2020

Feb 16, 2021

BUY
$101.96 - $125.71 $389,589 - $480,337
3,821 New
3,821 $481,000

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
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