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Pines Wealth Management’s IBM IBM Stock Holding History

Pines Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.08M Buy
10,533
+599
+6% +$175K 1.09% 18
2025
Q1 		$2.2M Buy
9,934
+335
+3% +$74K 1.02% 21
2024
Q4 		$2.11M Buy
+9,599
New +$2.11M 0.92% 23