Aprio Wealth Management’s IBM IBM Stock Holding History

Aprio Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$917K	Buy
2025 Q2	$828K	Buy
2025 Q1	$548K	Buy
2024 Q4	$351K	Buy
2024 Q3	$330K	Sell
2024 Q2	$275K	Buy
2024 Q1	$259K	Buy
2023 Q4	$209K	Buy