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Blake Schutter Theil Wealth Advisors’s IBM IBM Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,211
Closed -$301K – 107
2025
Q1 		$301K Hold
1,211
– – 0.34% 88
2024
Q4 		$266K Hold
1,211
– – 0.28% 95
2024
Q3 		$268K Buy
+1,211
New +$268K 0.19% 129