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Sagespring Wealth Partners’s IBM IBM Stock Holding History

Sagespring Wealth Partners’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.64M Buy
29,312
+3,550
+14% +$1.05M 0.19% 66
2025
Q1 		$6.41M Buy
25,762
+1,991
+8% +$495K 0.16% 75
2024
Q4 		$5.23M Buy
+23,771
New +$5.23M 0.14% 73