CWMGO
IBM icon

Capstone Wealth Management Group (Oregon)’s IBM IBM Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$956K Sell
3,242
-108
-3% -$31.8K 0.7% 40
2025
Q1 		$833K Buy
3,350
+387
+13% +$96.2K 0.67% 39
2024
Q4 		$651K Buy
+2,963
New +$651K 0.49% 47