SWEENEY & MICHEL, LLC IBM Holdings History

Number of Shares
2,338.00
Current Holdings Value*
$662,930.00
% of Portfolio
0.24%
Total Estimate Gain
$66,352.44
% of Total Estimate Gain
11.02%

SWEENEY & MICHEL, LLC's International Business Machines Corp Holding Summary

As of 2025-06-30, SWEENEY & MICHEL, LLC held 2,338.00 shares of International Business Machines Corp(IBM), totaling $662,930.00. This investment constitutes 0.24% of their stock portfolio, and SWEENEY & MICHEL, LLC now holds 0% of the outstanding International Business Machines Corp(IBM) stock.

The initial trade took place in 2025Q2. And since then SWEENEY & MICHEL, LLC has made 1 purchases of IBM, at an average price of $257.49, for a total of 2,338.00 shares. Based on historical transaction data and IBM's current price of $285.87, SWEENEY & MICHEL, LLC's estimated gain on his IBM holdings is $66,352.44, reflecting a 11.02% gain to date.

SWEENEY & MICHEL, LLC IBM ($285.87) Holding Chart

SWEENEY & MICHEL, LLC IBM ($285.87) 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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