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ShankerValleau Wealth Advisors’s IBM IBM Stock Holding History

ShankerValleau Wealth Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$305K Hold
1,035
– – 0.09% 29
2025
Q1 		$257K Hold
1,035
– – 0.08% 31
2024
Q4 		$228K Hold
1,035
– – 0.07% 34
2024
Q3 		$229K Buy
+1,035
New +$229K 0.08% 28