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Alteri Wealth’s IBM IBM Stock Holding History

Alteri Wealth’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 		$1.43M Sell
4,861
-368
-7% -$108K 0.56% 34
2025
Q1 		$1.3M Sell
5,229
-117
-2% -$29.1K 0.57% 36
2024
Q4 		$1.18M Buy
+5,346
New +$1.18M 0.33% 43