DWAM
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Duncan Williams Asset Management’s IBM IBM Stock Holding History

Duncan Williams Asset Management’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$845K Sell
2,868
-12
-0.4% -$3.54K 0.27% 63
2025
Q1 		$716K Buy
2,880
+35
+1% +$8.7K 0.26% 67
2024
Q4 		$625K Buy
2,845
+1,785
+168% +$392K 0.25% 75
2024
Q3 		$234K Buy
+1,060
New +$234K 0.13% 111