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Cura Wealth Advisors’s IBM IBM Stock Holding History

Cura 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 		$231K Sell
785
-320
-29% -$94.3K 0.09% 92
2025
Q1 		$275K Sell
1,105
-1,096
-50% -$273K 0.11% 79
2024
Q4 		$484K Buy
+2,201
New +$484K 0.21% 54