DOPKINS WEALTH MANAGEMENT, LLC IBM Holdings History
DOPKINS WEALTH MANAGEMENT, LLC's International Business Machines Corp Holding Summary
As of 2025-03-31, DOPKINS WEALTH MANAGEMENT, LLC held - shares of International Business Machines Corp(IBM), totaling N/A. This investment constitutes 0% of their stock portfolio, and DOPKINS WEALTH MANAGEMENT, LLC now holds 0% of the outstanding International Business Machines Corp(IBM) stock.
The initial trade took place in 2023Q3. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 4 purchases of IBM, at an average price of $165.95, for a total of 8,041.00 shares. In addition, there have been 3 sales at an average price of $199.78 for 8,041.00 shares. Based on historical transaction data and IBM's current price of $283.79, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his IBM holdings is $271,980.85, reflecting a 20.38% gain to date.
DOPKINS WEALTH MANAGEMENT, LLC IBM ($283.79) Holding Chart
DOPKINS WEALTH MANAGEMENT, LLC IBM ($283.79) 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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