Number of Shares
8,974.00
Current Holdings Value*
$2.23 Mil
% of Portfolio
0.66%
Total Estimate Gain
$3.63 Mil
% of Total Estimate Gain
40.46%

Keystone Financial Planning, Inc.'s International Business Machines Corp Holding Summary

As of 2025-03-31, Keystone Financial Planning, Inc. held 8,974.00 shares of International Business Machines Corp(IBM), totaling $2.23 Mil. This investment constitutes 0.66% of their stock portfolio, and Keystone Financial Planning, Inc. now holds 0% of the outstanding International Business Machines Corp(IBM) stock.

The initial trade took place in 2018Q2. And since then Keystone Financial Planning, Inc. has made 12 purchases of IBM, at an average price of $133.11, for a total of 67,496.00 shares. In addition, there have been 15 sales at an average price of $170.58 for 58,522.00 shares. Based on historical transaction data and IBM's current price of $293.79, Keystone Financial Planning, Inc.'s estimated gain on his IBM holdings is $3.63 Mil, reflecting a 40.46% gain to date.

Keystone Financial Planning, Inc. IBM ($293.79) Holding Chart

Keystone Financial Planning, Inc. IBM ($293.79) 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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