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Retirement Solution’s IBM IBM Stock Holding History

Retirement Solution’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$206K Sell
700
-578
-45% -$170K 0.05% 37
2025
Q1 		$318K Buy
1,278
+4
+0.3% +$995 0.09% 27
2024
Q4 		$280K Buy
1,274
+204
+19% +$44.9K 0.07% 33
2024
Q3 		$236K Buy
+1,070
New +$236K 0.06% 45