Jamison Private Wealth Management’s IBM IBM Stock Holding History

Jamison Private Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$494K	Buy
2025 Q2	$514K	Buy
2025 Q1	$432K	Buy
2024 Q4	$367K	Buy
2024 Q3	$367K	Buy
2024 Q2	$286K	Buy
2024 Q1	$201K	Buy
2023 Q4	$171K	Buy
2023 Q3	$145K	Buy