Carson Advisory Inc. IBM Holdings History

Number of Shares
14,240.00
Current Holdings Value*
$3.54 Mil
% of Portfolio
2.38%
Total Estimate Gain
$2.26 Mil
% of Total Estimate Gain
93.13%

Carson Advisory Inc.'s International Business Machines Corp Holding Summary

As of 2025-03-31, Carson Advisory Inc. held 14,240.00 shares of International Business Machines Corp(IBM), totaling $3.54 Mil. This investment constitutes 2.38% of their stock portfolio, and Carson Advisory Inc. now holds 0% of the outstanding International Business Machines Corp(IBM) stock.

The initial trade took place in 2021Q4. And since then Carson Advisory Inc. has made 4 purchases of IBM, at an average price of $133.69, for a total of 18,178.00 shares. In addition, there have been 9 sales at an average price of $158.15 for 3,938.00 shares. Based on historical transaction data and IBM's current price of $285.87, Carson Advisory Inc.'s estimated gain on his IBM holdings is $2.26 Mil, reflecting a 93.13% gain to date.

Carson Advisory Inc. IBM ($285.87) Holding Chart

Carson Advisory Inc. 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 %

Top Ranked Articles

  • 1