A detailed history of Wescott Financial Advisory Group, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 2,262 shares of IBM stock, worth $508,701. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,262
Previous 2,245 0.76%
Holding current value
$508,701
Previous $388,000 28.87%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Nov 12, 2024

BUY
$175.1 - $223.38 $2,976 - $3,797
17 Added 0.76%
2,262 $500,000
Q2 2024

Aug 14, 2024

BUY
$164.43 - $190.9 $106,879 - $124,085
650 Added 40.75%
2,245 $388,000
Q1 2024

May 13, 2024

BUY
$159.16 - $197.78 $9,549 - $11,866
60 Added 3.91%
1,595 $304,000
Q4 2023

Feb 13, 2024

BUY
$136.38 - $164.71 $409 - $494
3 Added 0.2%
1,535 $251,000
Q3 2023

Nov 09, 2023

BUY
$132.08 - $149.83 $396 - $449
3 Added 0.2%
1,532 $214,000
Q2 2023

Aug 11, 2023

BUY
$120.9 - $138.4 $184,856 - $211,613
1,529 New
1,529 $204,000

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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