Number of Shares
12,127.00
Current Holdings Value*
$3.57 Mil
% of Portfolio
0.99%
Total Estimate Gain
$863,057.59
% of Total Estimate Gain
32.07%

Legacy Capital Group California, Inc.'s International Business Machines Corp Holding Summary

As of 2025-06-30, Legacy Capital Group California, Inc. held 12,127.00 shares of International Business Machines Corp(IBM), totaling $3.57 Mil. This investment constitutes 0.99% of their stock portfolio, and Legacy Capital Group California, Inc. now holds 0% of the outstanding International Business Machines Corp(IBM) stock.

The initial trade took place in 2023Q1. And since then Legacy Capital Group California, Inc. has made 4 purchases of IBM, at an average price of $213.11, for a total of 12,628.00 shares. In addition, there have been 5 sales at an average price of $195.99 for 501.00 shares. Based on historical transaction data and IBM's current price of $284.99, Legacy Capital Group California, Inc.'s estimated gain on his IBM holdings is $863,057.59, reflecting a 32.07% gain to date.

Legacy Capital Group California, Inc. IBM ($284.99) Holding Chart

Legacy Capital Group California, Inc. IBM ($284.99) 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