BMWS

Brady Martz Wealth Solutions’s IBM IBM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.67M	Buy	9,066 +99	+1%	+$29.2K	0.52%	46
2025 Q1	$2.23M	Buy	8,967 +57	+0.6%	+$14.2K	0.5%	50
2024 Q4	$1.94M	Buy	+8,910	New	+$1.94M	0.47%	53