Cherry Tree Wealth Management’s IBM IBM Stock Holding History

Cherry Tree 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 Q2	$232K	Sell
2025 Q1	$209K	Sell
2024 Q4	$188K	Hold
2024 Q3	$189K	Hold
2024 Q2	$148K	Sell
2024 Q1	$181K	Buy
2023 Q4	$140K	Sell
2023 Q3	$130K	Sell
2023 Q2	$129K	Buy