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Fidato Wealth’s IBM IBM Stock Holding History

Fidato Wealth’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,824
Closed -$454K – 15
2025
Q1 		$454K Buy
1,824
+42
+2% +$10.4K 0.35% 15
2024
Q4 		$392K Buy
+1,782
New +$392K 0.29% 14