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Consilio Wealth Advisors’s IBM IBM Stock Holding History

Consilio 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 		$336K Buy
1,161
+48
+4% +$13.9K 0.12% 50
2025
Q1 		$277K Buy
1,113
+97
+10% +$24.1K 0.12% 54
2024
Q4 		$223K Buy
1,016
+31
+3% +$6.82K 0.09% 62
2024
Q3 		$218K Buy
+985
New +$218K 0.09% 65