Number of Shares
4,441.00
Current Holdings Value*
$1.11 Mil
% of Portfolio
0.29%
Total Estimate Gain
$1.19 Mil
% of Total Estimate Gain
71.37%

Gitterman Wealth Management, LLC's International Business Machines Corp Holding Summary

As of 2025-03-31, Gitterman Wealth Management, LLC held 4,441.00 shares of International Business Machines Corp(IBM), totaling $1.11 Mil. This investment constitutes 0.29% of their stock portfolio, and Gitterman Wealth Management, LLC now holds 0% of the outstanding International Business Machines Corp(IBM) stock.

The initial trade took place in 2021Q1. And since then Gitterman Wealth Management, LLC has made 5 purchases of IBM, at an average price of $132.33, for a total of 12,573.00 shares. In addition, there have been 11 sales at an average price of $194.64 for 8,132.00 shares. Based on historical transaction data and IBM's current price of $285.60, Gitterman Wealth Management, LLC's estimated gain on his IBM holdings is $1.19 Mil, reflecting a 71.37% gain to date.

Gitterman Wealth Management, LLC IBM ($285.60) Holding Chart

Gitterman Wealth Management, LLC IBM ($285.60) 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