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Parr McKnight Wealth Management Group’s IBM IBM Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.73M Buy
12,643
+9,520
+305% +$2.81M 0.51% 64
2025
Q1 		$776K Sell
3,123
-86
-3% -$21.4K 0.11% 171
2024
Q4 		$705K Buy
+3,209
New +$705K 0.1% 168