Strategic Wealth Partners, Ltd. International Business Machines Corp Transaction History

Strategic Wealth Partners, Ltd.

$947 Million
Q3 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in International Business Machines Corp stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 37,762 shares of IBM stock, worth $8.41 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

37,762

Previous 39,682 4.84%

Holding current value

$8.41 Million

Previous $6.86 Million 21.64%

% of portfolio

0.88%

Previous 0.73%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$175.1 - $223.38 $336,192 - $428,889	-1,920 Reduced 4.84%	37,762 $8.35 Million
Q2 2024 Oct 08, 2024	BUY	$164.43 - $190.9 $193,205 - $224,307	1,175 Added 3.05%	39,682 $6.86 Million
Q1 2024 May 20, 2024	BUY	$159.16 - $197.78 $960,053 - $1.19 Million	6,032 Added 18.57%	38,507 $7.35 Million
Q4 2023 May 20, 2024	BUY	$136.38 - $164.71 $1.11 Million - $1.34 Million	8,113 Added 33.3%	32,475 $5.31 Million
Q3 2023 May 20, 2024	BUY	$132.08 - $149.83 $122,702 - $139,192	929 Added 3.96%	24,362 $3.42 Million
Q2 2023 May 20, 2024	BUY	$120.9 - $138.4 $116,426 - $133,279	963 Added 4.29%	23,433 $3.14 Million
Q1 2023 Apr 24, 2023	BUY	$123.28 - $145.87 $1.01 Million - $1.19 Million	8,180 Added 57.24%	22,470 $2.95 Million
Q4 2022 Apr 24, 2023	BUY	$117.75 - $150.62 $242,800 - $310,578	2,062 Added 16.86%	14,290 $2.01 Million
Q3 2022 Apr 24, 2023	BUY	$118.81 - $141.12 $144,354 - $171,460	1,215 Added 11.03%	12,228 $1.45 Million
Q2 2022 Aug 22, 2022	BUY	$125.98 - $142.88 $1.39 Million - $1.57 Million	11,013 New	11,013 $1.56 Million
Q4 2019 Jan 30, 2020	SELL	$126.11 - $137.34 $23,708 - $25,819	-188 Closed	0 $0
Q3 2019 Oct 28, 2019	BUY	$123.87 - $144.7 $123 - $144	1 Added 0.53%	188 $27,000
Q2 2019 Aug 06, 2019	SELL	$121.41 - $138.76 $5,463 - $6,244	-45 Reduced 19.4%	187 $25,000
Q1 2019 May 14, 2019	SELL	$107.94 - $135.22 $10,578 - $13,251	-98 Reduced 29.7%	232 $33,000
Q2 2018 Sep 04, 2018	BUY	$131.43 - $153.83 $14,983 - $17,536	114 Added 52.78%	330 $46,000
Q1 2018 Jul 13, 2018	BUY	$141.1 - $161.68 $30,477 - $34,922	216 New	216 $33,000

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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Strategic Wealth Partners, Ltd. International Business Machines Corp Transaction History