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Richards, Merrill & Peterson’s IBM IBM Stock Holding History

Richards, Merrill & Peterson’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.13M Sell
7,224
-192
-3% -$56.6K 1.01% 21
2025
Q1 		$1.84M Sell
7,416
-384
-5% -$95.5K 0.96% 21
2024
Q4 		$1.71M Buy
+7,800
New +$1.71M 0.9% 24