Steward Large Cap Value Fund IBM Holdings History
Steward Large Cap Value Fund's International Business Machines Corp Holding Summary
As of 2025-04-30, Steward Large Cap Value Fund held 6,700.00 shares of International Business Machines Corp(IBM), totaling $1.62 Mil. This investment constitutes 1.97% of their stock portfolio, and Steward Large Cap Value Fund now holds 0% of the outstanding International Business Machines Corp(IBM) stock.
The initial trade took place in 2022Q1. And since then Steward Large Cap Value Fund has made 5 purchases of IBM, at an average price of $147.97, for a total of 16,400.00 shares. In addition, there have been 6 sales at an average price of $141.24 for 9,700.00 shares. Based on historical transaction data and IBM's current price of $282.31, Steward Large Cap Value Fund's estimated gain on his IBM holdings is $834,850.00, reflecting a 34.40% gain to date.
Steward Large Cap Value Fund IBM ($282.31) Holding Chart
Steward Large Cap Value Fund IBM ($282.31) 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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