CWM
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Copia Wealth Management’s IBM IBM Stock Holding History

Copia 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 		$39.5K Buy
134
+49
+58% +$14.4K 0.03% 183
2025
Q1 		$21.1K Hold
85
– – 0.02% 220
2024
Q4 		$18.7K Buy
+85
New +$18.7K 0.02% 219