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International Business Machines shares owned by Heritage Financial Services

Quarter-by-quarter ownership of International Business Machines (IBM) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in International Business Machines

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All positions including International Business Machines held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in International Business Machines by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $808k 4.9k 163.55
2023-09-30 $701k 5.0k 140.30
2023-06-30 $686k 5.1k 133.81
2023-03-31 $664k 5.1k 131.09
2022-12-31 $703k 5.0k 140.89
2022-09-30 $595k 5.0k 118.67
2022-06-30 $767k 5.4k 141.17
2022-03-31 $706k 5.4k 129.92
2021-12-31 $686k 5.1k 133.57