Evergreen Private Wealth’s IBM IBM Stock Holding History

Evergreen Private Wealth’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	$246K	Buy
2025 Q2	$253K	Buy
2025 Q1	$208K	Hold
2024 Q4	$184K	Hold
2024 Q3	$185K	Hold
2024 Q2	$144K	Hold
2024 Q1	$159K	Hold
2023 Q4	$137K	Buy