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Mitchell & Pahl Private Wealth’s IBM IBM Stock Holding History

Mitchell & Pahl Private Wealth’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 		$389K Buy
1,318
+15
+1% +$4.42K 0.17% 133
2025
Q1 		$324K Buy
1,303
+159
+14% +$39.5K 0.15% 133
2024
Q4 		$251K Sell
1,144
-34
-3% -$7.47K 0.12% 141
2024
Q3 		$260K Buy
+1,178
New +$260K 0.12% 142