A detailed history of Values Added Financial LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Values Added Financial LLC holds 2,041 shares of IBM stock, worth $421,915. This represents 0.28% of its overall portfolio holdings.

Number of Shares
2,041
Previous 2,030 0.54%
Holding current value
$421,915
Previous $351 Million 28.52%
% of portfolio
0.28%
Previous 0.25%

Shares

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

Oct 28, 2024

BUY
$175.1 - $223.38 $1,926 - $2,457
11 Added 0.54%
2,041 $451 Million
Q2 2024

Jul 30, 2024

BUY
$164.43 - $190.9 $17,265 - $20,044
105 Added 5.45%
2,030 $351 Million
Q1 2024

Apr 25, 2024

BUY
$159.16 - $197.78 $954 - $1,186
6 Added 0.31%
1,925 $368 Million
Q4 2023

Jan 18, 2024

BUY
$136.38 - $164.71 $3,682 - $4,447
27 Added 1.43%
1,919 $314 Million
Q3 2023

Oct 19, 2023

BUY
$132.08 - $149.83 $38,171 - $43,300
289 Added 18.03%
1,892 $265 Million
Q2 2023

Jul 24, 2023

BUY
$120.9 - $138.4 $193,802 - $221,855
1,603 New
1,603 $214 Million

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 $185B
  • 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 Values Added Financial LLC Portfolio

Follow Values Added Financial 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 Values Added Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Values Added Financial LLC with notifications on news.