Number of Shares
4,313.00
Current Holdings Value*
$1.07 Mil
% of Portfolio
1.97%
Total Estimate Gain
$234,817.90
% of Total Estimate Gain
17.55%

Donoghue Forlines Momentum Fund's International Business Machines Corp Holding Summary

As of 2025-03-31, Donoghue Forlines Momentum Fund held 4,313.00 shares of International Business Machines Corp(IBM), totaling $1.07 Mil. This investment constitutes 1.97% of their stock portfolio, and Donoghue Forlines Momentum Fund now holds 0% of the outstanding International Business Machines Corp(IBM) stock.

The initial trade took place in 2024Q1. And since then Donoghue Forlines Momentum Fund has made 2 purchases of IBM, at an average price of $228.15, for a total of 5,866.00 shares. In addition, there have been 3 sales at an average price of $207.19 for 1,553.00 shares. Based on historical transaction data and IBM's current price of $290.14, Donoghue Forlines Momentum Fund's estimated gain on his IBM holdings is $234,817.90, reflecting a 17.55% gain to date.

Donoghue Forlines Momentum Fund IBM ($290.14) Holding Chart

Donoghue Forlines Momentum Fund IBM ($290.14) 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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