Number of Shares
25,390.00
Current Holdings Value*
$6.31 Mil
% of Portfolio
0.19%
Total Estimate Gain
$9.95 Mil
% of Total Estimate Gain
38.58%

U.S. Capital Wealth Advisors, LLC's International Business Machines Corp Holding Summary

As of 2025-03-31, U.S. Capital Wealth Advisors, LLC held 25,390.00 shares of International Business Machines Corp(IBM), totaling $6.31 Mil. This investment constitutes 0.19% of their stock portfolio, and U.S. Capital Wealth Advisors, LLC now holds 0% of the outstanding International Business Machines Corp(IBM) stock.

The initial trade took place in 2021Q3. And since then U.S. Capital Wealth Advisors, LLC has made 8 purchases of IBM, at an average price of $138.37, for a total of 186,468.00 shares. In addition, there have been 6 sales at an average price of $175.98 for 161,078.00 shares. Based on historical transaction data and IBM's current price of $291.82, U.S. Capital Wealth Advisors, LLC's estimated gain on his IBM holdings is $9.95 Mil, reflecting a 38.58% gain to date.

U.S. Capital Wealth Advisors, LLC IBM ($291.82) Holding Chart

U.S. Capital Wealth Advisors, LLC IBM ($291.82) 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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