Number of Shares
17,169.00
Current Holdings Value*
$4.27 Mil
% of Portfolio
3.65%
Total Estimate Gain
$5.15 Mil
% of Total Estimate Gain
66.95%

Virtus KAR Equity Income Fund's International Business Machines Corp Holding Summary

As of 2025-03-31, Virtus KAR Equity Income Fund held 17,169.00 shares of International Business Machines Corp(IBM), totaling $4.27 Mil. This investment constitutes 3.65% of their stock portfolio, and Virtus KAR Equity Income Fund now holds 0% of the outstanding International Business Machines Corp(IBM) stock.

The initial trade took place in 2019Q3. And since then Virtus KAR Equity Income Fund has made 4 purchases of IBM, at an average price of $122.32, for a total of 62,833.00 shares. In addition, there have been 16 sales at an average price of $183.04 for 45,664.00 shares. Based on historical transaction data and IBM's current price of $260.51, Virtus KAR Equity Income Fund's estimated gain on his IBM holdings is $5.15 Mil, reflecting a 66.95% gain to date.

Virtus KAR Equity Income Fund IBM ($260.51) Holding Chart

Virtus KAR Equity Income Fund IBM ($260.51) 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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