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Gutierrez Wealth Advisory’s IBM IBM Stock Holding History

Gutierrez Wealth Advisory’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 		$351K Buy
1,191
+127
+12% +$37.4K 0.24% 42
2025
Q1 		$265K Buy
1,064
+7
+0.7% +$1.74K 0.21% 37
2024
Q4 		$232K Buy
+1,057
New +$232K 0.19% 41