JWM
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JPL Wealth Management’s IBM IBM Stock Holding History

JPL 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 		$4.56M Sell
15,485
-8
-0.1% -$2.36K 1.23% 30
2025
Q1 		$3.85M Buy
15,493
+278
+2% +$69.1K 1.1% 34
2024
Q4 		$3.34M Buy
+15,215
New +$3.34M 0.96% 44
2024
Q2 		$1.89M Buy
+10,933
New +$1.89M 0.93% 51