LWM
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Level Wealth Management’s IBM IBM Stock Holding History

Level Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$335K Sell
1,137
-22
-2% -$6.49K 0.19% 47
2025
Q1 		$288K Buy
1,159
+2
+0.2% +$497 0.19% 40
2024
Q4 		$254K Buy
+1,157
New +$254K 0.18% 45