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Roberts Wealth Advisors’s IBM IBM Stock Holding History

Roberts Wealth Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-911
Closed -$200K – 102
2024
Q4 		$200K Buy
+911
New +$200K 0.06% 99
2023
Q1 		– Sell
-1,459
Closed -$207K – 85
2022
Q4 		$207K Buy
+1,459
New +$207K 0.1% 82