INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,170 Value ($000) $347 Avg Close $298.78 Range $262.11 - $324.90
Q3 2025
Shares 5,509 Value ($000) $1,554 Avg Close $259.55 Range $232.08 - $292.01
Q2 2025
Shares 5,259 Value ($000) $1,550 Avg Close $253.82 Range $210.49 - $292.56
Q1 2025
Shares 5,050 Value ($000) $1,256 Avg Close $239.40 Range $209.20 - $261.47
Q4 2024
Shares 5,913 Value ($000) $1,300 Avg Close $216.31 Range $196.83 - $233.32
Q3 2024
Shares 5,908 Value ($000) $1,306 Avg Close $188.97 Range $166.24 - $216.80
Q2 2024
Shares 5,791 Value ($000) $1,002 Avg Close $165.85 Range $154.39 - $183.50
Q1 2024
Shares 5,743 Value ($000) $1,097 Avg Close $172.56 Range $148.54 - $189.10
Q4 2023
Shares 5,987 Value ($000) $979 Avg Close $141.50 Range $126.39 - $156.49
Q3 2023
Shares 5,780 Value ($000) $811 Avg Close $131.75 Range $120.98 - $141.33
Q2 2023
Shares 6,439 Value ($000) $862 Avg Close $118.05 Range $110.47 - $128.27
Q1 2023
Shares 5,888 Value ($000) $772 Avg Close $120.73 Range $110.43 - $131.92
Q4 2022
Shares 4,895 Value ($000) $690 Avg Close $123.05 Range $102.35 - $137.32
Q3 2022
Shares 5,070 Value ($000) $602 Avg Close $115.64 Range $105.06 - $124.09
Q2 2022
Shares 4,316 Value ($000) $609 Avg Close $117.50 Range $107.95 - $126.60
Q1 2022
Shares 4,136 Value ($000) $538 Avg Close $112.10 Range $102.68 - $121.43
Q4 2021
Shares 2,933 Value ($000) $392 Avg Close $106.49 Range $97.83 - $117.62
Q3 2021
Shares 2,636 Value ($000) $366 Avg Close $112.12 Range $106.97 - $117.48
Q2 2021
Shares 2,554 Value ($000) $374 Avg Close $113.44 Range $102.70 - $121.73