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Outlook Wealth Advisors’s IBM IBM Stock Holding History

Outlook 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 		$256K Buy
867
+16
+2% +$4.72K 0.07% 245
2025
Q1 		$212K Buy
+851
New +$212K 0.06% 255
2019
Q1 		– Sell
-176
Closed -$200K – 158
2018
Q4 		$200K Buy
+176
New +$200K 0.09% 168