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Consultiva Wealth Management’s IBM IBM Stock Holding History

Consultiva Wealth Management’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 		$156K Hold
530
– – 0.48% 33
2025
Q1 		$132K Buy
530
+460
+657% +$114K 0.45% 38
2024
Q4 		$15.4K Buy
+70
New +$15.4K 0.08% 110