Number of Shares
1,070.00
Current Holdings Value*
$236,610.00
% of Portfolio
0.91%
Total Estimate Gain
$186,221.59
% of Total Estimate Gain
11.25%

Peterson Financial Group, Inc.'s International Business Machines Corp Holding Summary

As of 2024-09-30, Peterson Financial Group, Inc. held 1,070.00 shares of International Business Machines Corp(IBM), totaling $236,610.00. This investment constitutes 0.91% of their stock portfolio, and Peterson Financial Group, Inc. now holds 0% of the outstanding International Business Machines Corp(IBM) stock.

The initial trade took place in 2021Q4. And since then Peterson Financial Group, Inc. has made 3 purchases of IBM, at an average price of $132.12, for a total of 12,532.00 shares. In addition, there have been 3 sales at an average price of $134.31 for 11,462.00 shares. Based on historical transaction data and IBM's current price of $282.70, Peterson Financial Group, Inc.'s estimated gain on his IBM holdings is $186,221.59, reflecting a 11.25% gain to date.

Peterson Financial Group, Inc. IBM ($282.70) Holding Chart

Peterson Financial Group, Inc. IBM ($282.70) 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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