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Keyvantage Wealth’s IBM IBM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.77M Buy
12,804
+134
+1% +$39.5K 1.69% 19
2025
Q1
$3.15M Buy
12,670
+11,661
+1,156% +$2.9M 1.53% 20
2024
Q4
$222K Buy
+1,009
New +$222K 0.16% 90