A detailed history of Tria Gen Wealth Management LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 2,619 shares of IBM stock, worth $587,729. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,619
Previous 2,719 3.68%
Holding current value
$587,729
Previous $470,000 23.19%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Oct 18, 2024

SELL
$175.1 - $223.38 $17,510 - $22,338
-100 Reduced 3.68%
2,619 $579,000
Q2 2024

Jul 18, 2024

BUY
$164.43 - $190.9 $14,634 - $16,990
89 Added 3.38%
2,719 $470,000
Q1 2024

Apr 23, 2024

SELL
$159.16 - $197.78 $7,958 - $9,889
-50 Reduced 1.87%
2,630 $502,000
Q4 2023

Jan 22, 2024

SELL
$136.38 - $164.71 $545 - $658
-4 Reduced 0.15%
2,680 $438,000
Q3 2022

Oct 21, 2022

SELL
$118.81 - $141.12 $64,632 - $76,769
-544 Reduced 16.85%
2,684 $319,000
Q3 2021

Nov 10, 2021

BUY
$127.12 - $140.38 $508 - $561
4 Added 0.12%
3,228 $448,000
Q4 2020

Feb 02, 2021

BUY
$101.96 - $125.71 $328,719 - $405,289
3,224 New
3,224 $406,000

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
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