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Orca Wealth Management’s IBM IBM Stock Holding History

Orca Wealth Management’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 		$277K Buy
940
+5
+0.5% +$1.48K 0.23% 56
2025
Q1 		$232K Sell
935
-50
-5% -$12.4K 0.21% 59
2024
Q4 		$216K Buy
+985
New +$216K 0.19% 61