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Berry Wealth Group’s IBM IBM Stock Holding History

Berry Wealth Group’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 		$512K Buy
1,738
+16
+0.9% +$4.72K 0.36% 42
2025
Q1 		$428K Buy
1,722
+342
+25% +$85K 0.34% 44
2024
Q4 		$303K Buy
1,380
+88
+7% +$19.3K 0.22% 60
2024
Q3 		$286K Buy
+1,292
New +$286K 0.2% 63