Schneider Downs Wealth Management Advisors’s IBM IBM Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$460K	Sell
2025 Q1	$401K	Hold
2024 Q4	$355K	Hold
2024 Q3	$357K	Hold
2024 Q2	$279K	Hold
2024 Q1	$308K	Buy
2023 Q4	$253K	Buy