Shotwell Rutter Baer’s IBM IBM Stock Holding History

Shotwell Rutter Baer’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 Q3	$579K	Hold
2025 Q2	$584K	Hold
2025 Q1	$455K	Hold
2024 Q4	$440K	Hold
2024 Q3	$452K	Hold
2024 Q2	$353K	Buy
2024 Q1	$378K	Buy
2023 Q4	$331K	Buy