Number of Shares
20,468.00
Current Holdings Value*
$5.09 Mil
% of Portfolio
2.49%
Total Estimate Gain
$3.21 Mil
% of Total Estimate Gain
113.01%

Socha Financial Group, LLC's International Business Machines Corp Holding Summary

As of 2025-03-31, Socha Financial Group, LLC held 20,468.00 shares of International Business Machines Corp(IBM), totaling $5.09 Mil. This investment constitutes 2.49% of their stock portfolio, and Socha Financial Group, LLC now holds 0% of the outstanding International Business Machines Corp(IBM) stock.

The initial trade took place in 2022Q3. And since then Socha Financial Group, LLC has made 6 purchases of IBM, at an average price of $131.40, for a total of 21,619.00 shares. In addition, there have been 1 sales at an average price of $173.76 for 1,151.00 shares. Based on historical transaction data and IBM's current price of $285.87, Socha Financial Group, LLC's estimated gain on his IBM holdings is $3.21 Mil, reflecting a 113.01% gain to date.

Socha Financial Group, LLC IBM ($285.87) Holding Chart

Socha Financial Group, 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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