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Canvas Wealth Advisors’s IBM IBM Stock Holding History

Canvas 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 		$417K Buy
1,585
+315
+25% +$82.9K 0.08% 120
2025
Q1 		$306K Buy
1,270
+169
+15% +$40.7K 0.08% 133
2024
Q4 		$242K Buy
1,101
+177
+19% +$38.9K 0.06% 149
2024
Q3 		$204K Buy
+924
New +$204K 0.06% 169