Finer Wealth Management’s IBM IBM Stock Holding History

Finer Wealth Management’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 Q2	$294K	Hold
2025 Q1	$248K	Sell
2024 Q4	$223K	Sell
2024 Q3	$228K	Buy
2024 Q2	–	Sell
2024 Q1	$483K	Buy
2023 Q4	$413K	Hold
2023 Q3	$354K	Buy
2023 Q2	$271K	Buy
2023 Q1	$256K	Buy