Castle Wealth Management’s IBM IBM Stock Holding History

Castle Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$225K	Sell
2025 Q2	$250K	Buy
2025 Q1	$211K	Buy
2023 Q3	–	Sell
2023 Q2	$266K	Sell
2023 Q1	$293K	Buy
2022 Q4	$256K	Buy
2022 Q3	$209K	Buy
2022 Q2	$248K	Buy