Omni 360 Wealth’s IBM IBM Stock Holding History

Omni 360 Wealth’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 Q3	$538K	Hold
2025 Q2	$562K	Hold
2025 Q1	$474K	Sell
2024 Q4	$423K	Sell
2024 Q3	$453K	Hold
2024 Q2	$355K	Buy
2024 Q1	$389K	Sell
2023 Q4	$336K	Buy