A detailed history of Wmg Financial Advisors, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 2,999 shares of IBM stock, worth $668,117. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,999
Previous 2,943 1.9%
Holding current value
$668,117
Previous $508,000 30.51%
% of portfolio
0.32%
Previous 0.29%

Shares

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

Oct 31, 2024

BUY
$175.1 - $223.38 $9,805 - $12,509
56 Added 1.9%
2,999 $663,000
Q2 2024

Jul 30, 2024

BUY
$164.43 - $190.9 $35,516 - $41,234
216 Added 7.92%
2,943 $508,000
Q1 2024

May 07, 2024

BUY
$159.16 - $197.78 $17,348 - $21,558
109 Added 4.16%
2,727 $520,000
Q4 2023

Feb 08, 2024

SELL
$136.38 - $164.71 $101,193 - $122,214
-742 Reduced 22.08%
2,618 $428,000
Q2 2023

Aug 03, 2023

SELL
$120.9 - $138.4 $6,649 - $7,612
-55 Reduced 1.61%
3,360 $449,000
Q1 2023

Apr 18, 2023

BUY
$123.28 - $145.87 $12,944 - $15,316
105 Added 3.17%
3,415 $447,000
Q4 2022

Feb 10, 2023

SELL
$117.75 - $150.62 $58,875 - $75,310
-500 Reduced 13.12%
3,310 $466,000
Q3 2022

Oct 18, 2022

BUY
$118.81 - $141.12 $831 - $987
7 Added 0.18%
3,810 $451,000
Q2 2022

Aug 08, 2022

BUY
$125.98 - $142.88 $7,810 - $8,858
62 Added 1.66%
3,803 $534,000
Q1 2022

Apr 18, 2022

BUY
$121.35 - $138.22 $11,528 - $13,130
95 Added 2.61%
3,741 $486,000
Q4 2021

Feb 14, 2022

BUY
$115.81 - $138.25 $422,243 - $504,059
3,646 New
3,646 $487,000

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 $200B
  • 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 Wmg Financial Advisors, LLC Portfolio

Follow Wmg Financial Advisors, 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 Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.