Number of Shares
39,825.00
Current Holdings Value*
$9.90 Mil
% of Portfolio
1.89%
Total Estimate Gain
$7.23 Mil
% of Total Estimate Gain
70.21%

Alpha Omega Wealth Management LLC's International Business Machines Corp Holding Summary

As of 2025-03-31, Alpha Omega Wealth Management LLC held 39,825.00 shares of International Business Machines Corp(IBM), totaling $9.90 Mil. This investment constitutes 1.89% of their stock portfolio, and Alpha Omega Wealth Management LLC now holds 0% of the outstanding International Business Machines Corp(IBM) stock.

The initial trade took place in 2018Q2. And since then Alpha Omega Wealth Management LLC has made 12 purchases of IBM, at an average price of $136.98, for a total of 75,128.00 shares. In addition, there have been 15 sales at an average price of $166.84 for 35,303.00 shares. Based on historical transaction data and IBM's current price of $291.93, Alpha Omega Wealth Management LLC's estimated gain on his IBM holdings is $7.23 Mil, reflecting a 70.21% gain to date.

Alpha Omega Wealth Management LLC IBM ($291.93) Holding Chart

Alpha Omega Wealth Management LLC IBM ($291.93) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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