A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 3,834 shares of IBM stock, worth $798,430. This represents 0.29% of its overall portfolio holdings.

Number of Shares
3,834
Previous 3,810 0.63%
Holding current value
$798,430
Previous $727,000 8.8%
% of portfolio
0.29%
Previous 0.32%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$164.43 - $190.9 $3,946 - $4,581
24 Added 0.63%
3,834 $663,000
Q1 2024

May 13, 2024

BUY
$159.16 - $197.78 $1,591 - $1,977
10 Added 0.26%
3,810 $727,000
Q4 2023

Feb 13, 2024

BUY
$136.38 - $164.71 $37,640 - $45,459
276 Added 7.83%
3,800 $621,000
Q3 2023

Nov 14, 2023

BUY
$132.08 - $149.83 $3,169 - $3,595
24 Added 0.69%
3,524 $494,000
Q2 2023

Aug 11, 2023

BUY
$120.9 - $138.4 $12,210 - $13,978
101 Added 2.97%
3,500 $468,000
Q1 2023

May 12, 2023

BUY
$123.28 - $145.87 $419,028 - $495,812
3,399 New
3,399 $445,000
Q3 2022

Nov 01, 2022

BUY
$118.81 - $141.12 $3,207 - $3,810
27 Added 0.77%
3,516 $418,000
Q2 2022

Aug 09, 2022

SELL
$125.98 - $142.88 $10,960 - $12,430
-87 Reduced 2.43%
3,489 $493,000
Q1 2022

May 13, 2022

SELL
$121.35 - $138.22 $78,513 - $89,428
-647 Reduced 15.32%
3,576 $465,000
Q4 2021

Feb 10, 2022

SELL
$115.81 - $138.25 $135,034 - $161,199
-1,166 Reduced 21.64%
4,223 $564,000
Q3 2021

Nov 15, 2021

SELL
$127.12 - $140.38 $25,042 - $27,654
-197 Reduced 3.53%
5,389 $749,000
Q2 2021

Aug 16, 2021

SELL
$125.41 - $144.63 $27,841 - $32,107
-222 Reduced 3.82%
5,586 $819,000
Q1 2021

May 17, 2021

SELL
$113.37 - $130.38 $84,800 - $97,524
-748 Reduced 11.41%
5,808 $774,000
Q4 2020

Feb 19, 2021

SELL
$101.96 - $125.71 $211,770 - $261,099
-2,077 Reduced 24.06%
6,556 $825,000
Q3 2020

Nov 13, 2020

BUY
$110.62 - $123.01 $55,420 - $61,628
501 Added 6.16%
8,633 $1.05 Million
Q2 2020

Aug 18, 2020

BUY
$100.52 - $129.78 $22,013 - $28,421
219 Added 2.77%
8,132 $982,000
Q1 2020

May 15, 2020

SELL
$90.6 - $149.87 $56,172 - $92,919
-620 Reduced 7.27%
7,913 $878,000
Q4 2019

May 15, 2020

BUY
$126.11 - $137.34 $1.08 Million - $1.17 Million
8,533 New
8,533 $1.14 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 $187B
  • 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 Walled Lake Planning & Wealth Management, LLC Portfolio

Follow Walled Lake Planning & Wealth Management, 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 Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.