BFW
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Brady Family Wealth’s IBM IBM Stock Holding History

Brady Family 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 		$468K Hold
1,588
– – 0.14% 86
2025
Q1 		$395K Buy
1,588
+3
+0.2% +$746 0.13% 88
2024
Q4 		$348K Hold
1,585
– – 0.11% 92
2024
Q3 		$350K Buy
+1,585
New +$350K 0.11% 98