Number of Shares
18,029.00
Current Holdings Value*
$5.31 Mil
% of Portfolio
4.81%
Total Estimate Gain
$3.62 Mil
% of Total Estimate Gain
52.08%

C2C Wealth Management, LLC's International Business Machines Corp Holding Summary

As of 2025-06-30, C2C Wealth Management, LLC held 18,029.00 shares of International Business Machines Corp(IBM), totaling $5.31 Mil. This investment constitutes 4.81% of their stock portfolio, and C2C Wealth Management, LLC now holds 0% of the outstanding International Business Machines Corp(IBM) stock.

The initial trade took place in 2021Q4. And since then C2C Wealth Management, LLC has made 2 purchases of IBM, at an average price of $127.24, for a total of 54,641.00 shares. In addition, there have been 6 sales at an average price of $148.01 for 36,612.00 shares. Based on historical transaction data and IBM's current price of $285.87, C2C Wealth Management, LLC's estimated gain on his IBM holdings is $3.62 Mil, reflecting a 52.08% gain to date.

C2C Wealth Management, LLC IBM ($285.87) Holding Chart

C2C Wealth Management, LLC IBM ($285.87) 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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