A detailed history of Wealth Effects LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Wealth Effects LLC holds 14,711 shares of IBM stock, worth $3.04 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
14,711
Previous 14,011 5.0%
Holding current value
$3.04 Million
Previous $2.42 Million 34.21%
% of portfolio
1.28%
Previous 1.0%

Shares

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

Oct 21, 2024

BUY
$175.1 - $223.38 $122,570 - $156,366
700 Added 5.0%
14,711 $3.25 Million
Q2 2024

Aug 02, 2024

SELL
$164.43 - $190.9 $22,198 - $25,771
-135 Reduced 0.95%
14,011 $2.42 Million
Q1 2024

Apr 22, 2024

BUY
$159.16 - $197.78 $310,998 - $386,462
1,954 Added 16.03%
14,146 $2.7 Million
Q4 2023

Jan 29, 2024

BUY
$136.38 - $164.71 $418,004 - $504,836
3,065 Added 33.58%
12,192 $1.99 Million
Q3 2023

Oct 16, 2023

SELL
$132.08 - $149.83 $141,457 - $160,467
-1,071 Reduced 10.5%
9,127 $1.28 Million
Q2 2023

Jul 18, 2023

SELL
$120.9 - $138.4 $78,464 - $89,821
-649 Reduced 5.98%
10,198 $1.36 Million
Q1 2023

May 04, 2023

BUY
$123.28 - $145.87 $141,278 - $167,167
1,146 Added 11.81%
10,847 $1.42 Million
Q4 2022

Feb 02, 2023

BUY
$117.75 - $150.62 $24,727 - $31,630
210 Added 2.21%
9,701 $1.37 Million
Q3 2022

Nov 14, 2022

SELL
$118.81 - $141.12 $35,405 - $42,053
-298 Reduced 3.04%
9,491 $1.13 Million
Q2 2022

Aug 03, 2022

BUY
$125.98 - $142.88 $91,335 - $103,588
725 Added 8.0%
9,789 $1.38 Million
Q1 2022

May 16, 2022

BUY
$121.35 - $138.22 $280,197 - $319,149
2,309 Added 34.18%
9,064 $1.18 Million
Q4 2021

Feb 09, 2022

BUY
$115.81 - $138.25 $782,296 - $933,878
6,755 New
6,755 $903,000

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 $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
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