Mowery & Schoenfeld Wealth Management’s IBM IBM Stock Holding History

Mowery & Schoenfeld 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	$84.4K	Sell
2025 Q1	$126K	Buy
2024 Q4	$69.5K	Buy
2024 Q3	$53.1K	Buy
2024 Q2	$28.2K	Hold
2024 Q1	$31.1K	Hold
2023 Q4	$26.7K	Buy