A detailed history of Sugarloaf Wealth Management, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 4,679 shares of IBM stock, worth $1.05 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,679
Previous 4,651 0.6%
Holding current value
$1.05 Million
Previous $804,000 28.61%
% of portfolio
0.21%
Previous 0.17%

Shares

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

Oct 08, 2024

BUY
$175.1 - $223.38 $4,902 - $6,254
28 Added 0.6%
4,679 $1.03 Million
Q2 2024

Jul 08, 2024

SELL
$164.43 - $190.9 $10,852 - $12,599
-66 Reduced 1.4%
4,651 $804,000
Q1 2024

Apr 23, 2024

SELL
$159.16 - $197.78 $21,804 - $27,095
-137 Reduced 2.82%
4,717 $900,000
Q4 2023

Jan 10, 2024

BUY
$136.38 - $164.71 $13,638 - $16,471
100 Added 2.1%
4,854 $793,000
Q3 2023

Nov 13, 2023

BUY
$132.08 - $149.83 $4,886 - $5,543
37 Added 0.78%
4,754 $666,000
Q2 2023

Jul 13, 2023

SELL
$120.9 - $138.4 $14,266 - $16,331
-118 Reduced 2.44%
4,717 $631,000
Q1 2023

Apr 26, 2023

SELL
$123.28 - $145.87 $30,573 - $36,175
-248 Reduced 4.88%
4,835 $633,000
Q4 2022

Feb 03, 2023

SELL
$117.75 - $150.62 $88,665 - $113,416
-753 Reduced 12.9%
5,083 $716,000
Q3 2022

Oct 11, 2022

BUY
$118.81 - $141.12 $100,632 - $119,528
847 Added 16.98%
5,836 $694,000
Q2 2022

Jul 12, 2022

BUY
$125.98 - $142.88 $5,417 - $6,143
43 Added 0.87%
4,989 $704,000
Q1 2022

Apr 25, 2022

SELL
$121.35 - $138.22 $5,582 - $6,358
-46 Reduced 0.92%
4,946 $643,000
Q4 2021

Jan 20, 2022

BUY
$115.81 - $138.25 $40,765 - $48,664
352 Added 7.59%
4,992 $667,000
Q3 2021

Oct 20, 2021

SELL
$127.12 - $140.38 $29,618 - $32,708
-233 Reduced 4.78%
4,640 $645,000
Q2 2021

Jul 20, 2021

SELL
$125.41 - $144.63 $125 - $144
-1 Reduced 0.02%
4,873 $714,000
Q1 2021

Apr 19, 2021

BUY
$113.37 - $130.38 $4,648 - $5,345
41 Added 0.85%
4,874 $650,000
Q4 2020

Feb 03, 2021

SELL
$101.96 - $125.71 $2,447 - $3,017
-24 Reduced 0.49%
4,833 $608,000
Q3 2020

Nov 03, 2020

SELL
$110.62 - $123.01 $26,880 - $29,891
-243 Reduced 4.76%
4,857 $587,000
Q2 2020

Jul 21, 2020

BUY
$100.52 - $129.78 $4,422 - $5,710
44 Added 0.87%
5,100 $616,000
Q1 2020

Apr 15, 2020

SELL
$90.6 - $149.87 $1,902 - $3,147
-21 Reduced 0.41%
5,056 $561,000
Q4 2019

Jan 29, 2020

BUY
$126.11 - $137.34 $640,260 - $697,275
5,077 New
5,077 $681,000

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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