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New Wave Wealth Advisors’s IBM IBM Stock Holding History

New Wave Wealth Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$225K Buy
+763
New +$225K 0.1% 123
2025
Q1 		– Sell
-763
Closed -$168K – 377
2024
Q4 		$168K Buy
+763
New +$168K 0.07% 153