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James J. Burns & Company’s IBM IBM Stock Holding History

James J. Burns & Company’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$310K Buy
1,051
+2
+0.2% +$589 0.05% 121
2025
Q1 		$261K Buy
1,049
+35
+3% +$8.71K 0.05% 125
2024
Q4 		$223K Buy
+1,014
New +$223K 0.04% 138