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Centerline Wealth Advisors’s IBM IBM Stock Holding History

Centerline Wealth Advisors’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 		$615K Buy
2,086
+2
+0.1% +$590 0.3% 29
2025
Q1 		$518K Buy
2,084
+1
+0% +$249 0.31% 25
2024
Q4 		$458K Buy
+2,083
New +$458K 0.27% 25