TPWA
IBM icon

Twin Peaks Wealth Advisors’s IBM IBM Stock Holding History

Twin Peaks 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 		$234K Buy
997
+51
+5% +$12K 0.08% 142
2025
Q1 		$228K Buy
+946
New +$228K 0.1% 126