Elwood & Goetz Wealth Advisory Group’s IBM IBM Stock Holding History

Elwood & Goetz Wealth Advisory Group’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$599K	Buy
2025 Q2	$408K	Sell
2025 Q1	$369K	Buy
2024 Q4	$313K	Buy
2024 Q3	$300K	Buy
2024 Q2	–	Sell
2024 Q1	$220K	Buy