Opal Wealth Advisors’s IBM IBM Stock Holding History

Opal Wealth Advisors’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	$1.06M	Buy
2025 Q1	$751K	Buy
2024 Q4	$651K	Buy
2024 Q3	$585K	Sell
2024 Q2	$462K	Sell
2024 Q1	$558K	Sell
2023 Q4	$542K	Sell
2023 Q3	$826K	Sell
2023 Q2	$895K	Buy