Number of Shares
15,429.00
Current Holdings Value*
$3.84 Mil
% of Portfolio
0.23%
Total Estimate Gain
$1.05 Mil
% of Total Estimate Gain
18.43%

The U.S. Equity Portfolio's International Business Machines Corp Holding Summary

As of 2025-03-31, The U.S. Equity Portfolio held 15,429.00 shares of International Business Machines Corp(IBM), totaling $3.84 Mil. This investment constitutes 0.23% of their stock portfolio, and The U.S. Equity Portfolio now holds 0% of the outstanding International Business Machines Corp(IBM) stock.

The initial trade took place in 2019Q3. And since then The U.S. Equity Portfolio has made 2 purchases of IBM, at an average price of $181.54, for a total of 31,266.00 shares. In addition, there have been 1 sales at an average price of $150.86 for 15,837.00 shares. Based on historical transaction data and IBM's current price of $280.83, The U.S. Equity Portfolio's estimated gain on his IBM holdings is $1.05 Mil, reflecting a 18.43% gain to date.

The U.S. Equity Portfolio IBM ($280.83) Holding Chart

The U.S. Equity Portfolio IBM ($280.83) 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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