Capital Wealth Planning, LLC IBM Holdings History
Capital Wealth Planning, LLC's International Business Machines Corp Holding Summary
As of 2025-03-31, Capital Wealth Planning, LLC held 2.12 Mil shares of International Business Machines Corp(IBM), totaling $526.57 Mil. This investment constitutes 4.57% of their stock portfolio, and Capital Wealth Planning, LLC now holds 0.23% of the outstanding International Business Machines Corp(IBM) stock.
The initial trade took place in 2014Q1. And since then Capital Wealth Planning, LLC has made 13 purchases of IBM, at an average price of $167.82, for a total of 2.44 Mil shares. In addition, there have been 10 sales at an average price of $137.13 for 318,980.00 shares. Based on historical transaction data and IBM's current price of $282.01, Capital Wealth Planning, LLC's estimated gain on his IBM holdings is $232.03 Mil, reflecting a 56.74% gain to date.
Capital Wealth Planning, LLC IBM ($282.01) Holding Chart
Capital Wealth Planning, LLC IBM ($282.01) 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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