Number of Shares
24,950.00
Current Holdings Value*
$6.20 Mil
% of Portfolio
1.94%
Total Estimate Gain
$2.69 Mil
% of Total Estimate Gain
22.96%

Wellington Shields & Co., LLC's International Business Machines Corp Holding Summary

As of 2025-03-31, Wellington Shields & Co., LLC held 24,950.00 shares of International Business Machines Corp(IBM), totaling $6.20 Mil. This investment constitutes 1.94% of their stock portfolio, and Wellington Shields & Co., LLC now holds 0% of the outstanding International Business Machines Corp(IBM) stock.

The initial trade took place in 2014Q1. And since then Wellington Shields & Co., LLC has made 16 purchases of IBM, at an average price of $153.34, for a total of 76,277.00 shares. In addition, there have been 18 sales at an average price of $143.13 for 51,327.00 shares. Based on historical transaction data and IBM's current price of $281.96, Wellington Shields & Co., LLC's estimated gain on his IBM holdings is $2.69 Mil, reflecting a 22.96% gain to date.

Wellington Shields & Co., LLC IBM ($281.96) Holding Chart

Wellington Shields & Co., LLC IBM ($281.96) 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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