Mittelman Wealth Management’s IBM IBM Stock Holding History

Mittelman Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$209K	Sell
2024 Q4	$243K	Sell
2024 Q3	$285K	Sell
2024 Q2	$279K	Buy