FDW
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Fourth Dimension Wealth’s IBM IBM Stock Holding History

Fourth Dimension Wealth’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$59K Sell
200
-468
-70% -$138K 0.02% 208
2025
Q1 		$166K Sell
668
-887
-57% -$221K 0.08% 115
2024
Q4 		$342K Buy
+1,555
New +$342K 0.18% 77