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Grant Private Wealth Management’s IBM IBM Stock Holding History

Grant Private 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 		$1.19M Buy
4,039
+1,865
+86% +$550K 0.68% 32
2025
Q1 		$541K Sell
2,174
-6
-0.3% -$1.49K 0.58% 49
2024
Q4 		$479K Buy
+2,180
New +$479K 0.52% 51