LWA

Lantern Wealth Advisors’s IBM IBM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$321K	Buy	+1,088	New	+$321K	0.19%	111
2024 Q2	–	Sell	-4,126	Closed	-$788K	–	136
2024 Q1	$788K	Sell	4,126 -999	-19%	-$191K	0.55%	52
2023 Q4	$838K	Buy	+5,125	New	+$838K	0.66%	47