CapWealth Advisors, LLC IBM Holdings History
CapWealth Advisors, LLC's International Business Machines Corp Holding Summary
As of 2025-03-31, CapWealth Advisors, LLC held 132,284.00 shares of International Business Machines Corp(IBM), totaling $32.89 Mil. This investment constitutes 3.56% of their stock portfolio, and CapWealth Advisors, LLC now holds 0.01% of the outstanding International Business Machines Corp(IBM) stock.
The initial trade took place in 2014Q1. And since then CapWealth Advisors, LLC has made 17 purchases of IBM, at an average price of $131.13, for a total of 164,807.00 shares. In addition, there have been 15 sales at an average price of $200.22 for 32,523.00 shares. Based on historical transaction data and IBM's current price of $285.87, CapWealth Advisors, LLC's estimated gain on his IBM holdings is $22.72 Mil, reflecting a 105.12% gain to date.
CapWealth Advisors, LLC IBM ($285.87) Holding Chart
CapWealth Advisors, 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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