MAMG
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Milestone Asset Management Group’s IBM IBM Stock Holding History

Milestone Asset Management Group’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$490K Sell
1,661
-12
-0.7% -$3.54K 0.36% 65
2025
Q1 		$416K Buy
1,673
+1
+0.1% +$249 0.38% 62
2024
Q4 		$368K Buy
+1,672
New +$368K 0.33% 67