Number of Shares
113,886.00
Current Holdings Value*
$28.32 Mil
% of Portfolio
2.58%
Total Estimate Gain
$22.15 Mil
% of Total Estimate Gain
33.12%

Van Hulzen Asset Management, LLC's International Business Machines Corp Holding Summary

As of 2025-03-31, Van Hulzen Asset Management, LLC held 113,886.00 shares of International Business Machines Corp(IBM), totaling $28.32 Mil. This investment constitutes 2.58% of their stock portfolio, and Van Hulzen Asset Management, LLC now holds 0.01% of the outstanding International Business Machines Corp(IBM) stock.

The initial trade took place in 2014Q1. And since then Van Hulzen Asset Management, LLC has made 18 purchases of IBM, at an average price of $149.24, for a total of 448,220.00 shares. In addition, there have been 17 sales at an average price of $168.96 for 334,334.00 shares. Based on historical transaction data and IBM's current price of $285.87, Van Hulzen Asset Management, LLC's estimated gain on his IBM holdings is $22.15 Mil, reflecting a 33.12% gain to date.

Van Hulzen Asset Management, LLC IBM ($285.87) Holding Chart

Van Hulzen Asset Management, 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 %

Top Ranked Articles

  • 1