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LifeWealth Investments’s IBM IBM Stock Holding History

LifeWealth Investments’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 		$725K Sell
2,461
-220
-8% -$64.8K 0.24% 72
2025
Q1 		$667K Buy
2,681
+633
+31% +$157K 0.27% 74
2024
Q4 		$450K Buy
+2,048
New +$450K 0.3% 71