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NWF Advisory Services’s IBM IBM Stock Holding History

NWF Advisory Services’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$872K Sell
2,960
-14
-0.5% -$4.13K 0.1% 142
2025
Q1 		$739K Buy
2,974
+720
+32% +$179K 0.1% 132
2024
Q4 		$495K Buy
+2,254
New +$495K 0.07% 142