A detailed history of Walter & Keenan Wealth Management LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 3,469 shares of IBM stock, worth $780,143. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,469
Previous 3,460 0.26%
Holding current value
$780,143
Previous $598,000 28.09%
% of portfolio
0.23%
Previous 0.19%

Shares

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

Oct 25, 2024

BUY
$175.1 - $223.38 $1,575 - $2,010
9 Added 0.26%
3,469 $766,000
Q1 2024

Apr 30, 2024

SELL
$159.16 - $197.78 $159,160 - $197,780
-1,000 Reduced 22.42%
3,460 $660,000
Q4 2023

Jan 25, 2024

SELL
$136.38 - $164.71 $4,773 - $5,764
-35 Reduced 0.78%
4,460 $729,000
Q1 2023

Apr 26, 2023

BUY
$123.28 - $145.87 $172,592 - $204,218
1,400 Added 45.23%
4,495 $589,000
Q4 2022

Jan 30, 2023

BUY
$117.75 - $150.62 $706 - $903
6 Added 0.19%
3,095 $436,000
Q3 2022

Oct 21, 2022

BUY
$118.81 - $141.12 $4,514 - $5,362
38 Added 1.25%
3,089 $367,000
Q2 2022

Jul 20, 2022

BUY
$125.98 - $142.88 $1,133 - $1,285
9 Added 0.3%
3,051 $431,000
Q1 2022

Apr 29, 2022

BUY
$121.35 - $138.22 $4,975 - $5,667
41 Added 1.37%
3,042 $396,000
Q4 2021

Jan 24, 2022

SELL
$115.81 - $138.25 $138,972 - $165,900
-1,200 Reduced 28.56%
3,001 $401,000
Q3 2021

Oct 18, 2021

BUY
$127.12 - $140.38 $6,483 - $7,159
51 Added 1.23%
4,201 $584,000
Q2 2021

Jul 13, 2021

SELL
$125.41 - $144.63 $87,787 - $101,241
-700 Reduced 14.43%
4,150 $607,000
Q1 2021

Apr 30, 2021

BUY
$113.37 - $130.38 $68,022 - $78,228
600 Added 14.12%
4,850 $646,000
Q4 2020

Jan 28, 2021

SELL
$101.96 - $125.71 $66,274 - $81,711
-650 Reduced 13.27%
4,250 $535,000
Q3 2020

Oct 27, 2020

SELL
$110.62 - $123.01 $108,518 - $120,672
-981 Reduced 16.68%
4,900 $596,000
Q2 2020

Jul 16, 2020

BUY
$100.52 - $129.78 $591,158 - $763,236
5,881 New
5,881 $709,000
Q1 2020

Apr 14, 2020

SELL
$90.6 - $149.87 $579,840 - $959,168
-6,400 Closed
0 $0
Q4 2019

Jan 29, 2020

SELL
$126.11 - $137.34 $163,943 - $178,542
-1,300 Reduced 16.88%
6,400 $858,000
Q3 2019

Oct 28, 2019

BUY
$123.87 - $144.7 $18,580 - $21,705
150 Added 1.99%
7,700 $1.12 Million
Q2 2019

Aug 01, 2019

BUY
$121.41 - $138.76 $12,141 - $13,876
100 Added 1.34%
7,550 $1.04 Million
Q1 2019

May 08, 2019

SELL
$107.94 - $135.22 $99,628 - $124,808
-923 Reduced 11.02%
7,450 $1.05 Million
Q4 2018

Feb 01, 2019

SELL
$102.84 - $146.99 $13,677 - $19,549
-133 Reduced 1.56%
8,373 $952,000
Q3 2018

Oct 29, 2018

BUY
$133.43 - $144.94 $133 - $144
1 Added 0.01%
8,506 $1.29 Million
Q2 2018

Aug 09, 2018

SELL
$131.43 - $153.83 $59,143 - $69,223
-450 Reduced 5.03%
8,505 $1.19 Million
Q1 2018

May 04, 2018

BUY
$141.1 - $161.68 $14,110 - $16,168
100 Added 1.13%
8,955 $1.37 Million
Q4 2017

Jan 23, 2018

BUY
$140.04 - $154.94 $329,794 - $364,883
2,355 Added 36.23%
8,855 $1.36 Million
Q3 2017

Nov 08, 2017

BUY
$133.56 - $140.11 $868,140 - $910,715
6,500
6,500 $943,000

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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