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MPWM Advisory Solutions’s IBM IBM Stock Holding History

MPWM Advisory Solutions’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$341K Buy
1,156
+1
+0.1% +$295 0.22% 60
2025
Q1 		$287K Sell
1,155
-20
-2% -$4.98K 0.21% 59
2024
Q4 		$258K Buy
+1,175
New +$258K 0.19% 64