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Mindset Wealth Management’s IBM IBM Stock Holding History

Mindset Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$807K Buy
2,738
+245
+10% +$72.2K 0.26% 37
2025
Q1 		$620K Buy
2,493
+378
+18% +$94K 0.24% 54
2024
Q4 		$465K Buy
2,115
+15
+0.7% +$3.3K 0.17% 65
2024
Q3 		$464K Buy
+2,100
New +$464K 0.19% 62