A detailed history of Wealthstream Advisors, Inc. transactions in International Business Machines Corp stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 2,519 shares of IBM stock, worth $565,288. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,519
Previous 2,229 13.01%
Holding current value
$565,288
Previous $385,000 44.42%
% of portfolio
0.11%
Previous 0.15%

Shares

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

Nov 06, 2024

BUY
$175.1 - $223.38 $50,779 - $64,780
290 Added 13.01%
2,519 $556,000
Q2 2024

Jul 29, 2024

SELL
$164.43 - $190.9 $3,617 - $4,199
-22 Reduced 0.98%
2,229 $385,000
Q1 2024

May 08, 2024

BUY
$159.16 - $197.78 $162,343 - $201,735
1,020 Added 82.86%
2,251 $429,000
Q4 2023

Feb 12, 2024

SELL
$136.38 - $164.71 $99,284 - $119,908
-728 Reduced 37.16%
1,231 $201,000
Q3 2023

Nov 06, 2023

BUY
$132.08 - $149.83 $3,962 - $4,494
30 Added 1.56%
1,959 $274,000
Q2 2023

Aug 02, 2023

BUY
$120.9 - $138.4 $14,266 - $16,331
118 Added 6.52%
1,929 $258,000
Q1 2023

May 02, 2023

SELL
$123.28 - $145.87 $19,971 - $23,630
-162 Reduced 8.21%
1,811 $237,000
Q4 2022

Feb 02, 2023

SELL
$117.75 - $150.62 $1,884 - $2,409
-16 Reduced 0.8%
1,973 $277,000
Q3 2022

Oct 28, 2022

BUY
$118.81 - $141.12 $27,801 - $33,022
234 Added 13.33%
1,989 $236,000
Q2 2022

Aug 05, 2022

SELL
$125.98 - $142.88 $76,973 - $87,299
-611 Reduced 25.82%
1,755 $248,000
Q1 2022

May 10, 2022

BUY
$121.35 - $138.22 $17,353 - $19,765
143 Added 6.43%
2,366 $308,000
Q4 2021

Feb 09, 2022

BUY
$115.81 - $138.25 $257,445 - $307,329
2,223 New
2,223 $297,000

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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