Number of Shares
66,349.00
Current Holdings Value*
$16.50 Mil
% of Portfolio
1.51%
Total Estimate Gain
$5.29 Mil
% of Total Estimate Gain
21.97%

Sheaff Brock Investment Advisors, LLC's International Business Machines Corp Holding Summary

As of 2025-03-31, Sheaff Brock Investment Advisors, LLC held 66,349.00 shares of International Business Machines Corp(IBM), totaling $16.50 Mil. This investment constitutes 1.51% of their stock portfolio, and Sheaff Brock Investment Advisors, LLC now holds 0.01% of the outstanding International Business Machines Corp(IBM) stock.

The initial trade took place in 2018Q2. And since then Sheaff Brock Investment Advisors, LLC has made 14 purchases of IBM, at an average price of $165.99, for a total of 145,051.00 shares. In addition, there have been 13 sales at an average price of $132.12 for 78,702.00 shares. Based on historical transaction data and IBM's current price of $285.87, Sheaff Brock Investment Advisors, LLC's estimated gain on his IBM holdings is $5.29 Mil, reflecting a 21.97% gain to date.

Sheaff Brock Investment Advisors, LLC IBM ($285.87) Holding Chart

Sheaff Brock Investment Advisors, 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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