FWM
IBM icon

ForthRight Wealth Management’s IBM IBM Stock Holding History

ForthRight Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$620K Buy
2,102
+1,251
+147% +$369K 0.19% 40
2025
Q1 		$212K Buy
+851
New +$212K 0.07% 62
2021
Q1 		– Sell
-301
Closed -$38K – 96
2020
Q4 		$38K Buy
+301
New +$38K 0.03% 74