4A
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4Wealth Advisors’s IBM IBM Stock Holding History

4Wealth Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$681K Sell
2,310
-23
-1% -$6.78K 0.69% 44
2025
Q1 		$580K Sell
2,333
-42
-2% -$10.4K 0.63% 49
2024
Q4 		$522K Buy
+2,375
New +$522K 0.52% 64