Monument Group Wealth Advisors’s IBM IBM Stock Holding History

Monument Group Wealth Advisors’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	$494K	Sell
2025 Q1	$437K	Hold
2024 Q4	$387K	Hold
2024 Q3	$389K	Sell
2024 Q2	$313K	Hold
2024 Q1	$346K	Buy