Number of Shares
6,175.00
Current Holdings Value*
$1.54 Mil
% of Portfolio
0.36%
Total Estimate Gain
$510,468.82
% of Total Estimate Gain
21.33%

OAK HILL WEALTH ADVISORS, LLC's International Business Machines Corp Holding Summary

As of 2025-03-31, OAK HILL WEALTH ADVISORS, LLC held 6,175.00 shares of International Business Machines Corp(IBM), totaling $1.54 Mil. This investment constitutes 0.36% of their stock portfolio, and OAK HILL WEALTH ADVISORS, LLC now holds 0% of the outstanding International Business Machines Corp(IBM) stock.

The initial trade took place in 2022Q4. And since then OAK HILL WEALTH ADVISORS, LLC has made 5 purchases of IBM, at an average price of $193.53, for a total of 12,364.00 shares. In addition, there have been 4 sales at an average price of $183.40 for 6,189.00 shares. Based on historical transaction data and IBM's current price of $286.35, OAK HILL WEALTH ADVISORS, LLC's estimated gain on his IBM holdings is $510,468.82, reflecting a 21.33% gain to date.

OAK HILL WEALTH ADVISORS, LLC IBM ($286.35) Holding Chart

OAK HILL WEALTH ADVISORS, LLC IBM ($286.35) 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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