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Vestia Personal Wealth Advisors’s IBM IBM Stock Holding History

Vestia Personal 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 		$396K Buy
1,345
+40
+3% +$11.8K 0.27% 56
2025
Q1 		$325K Buy
1,305
+11
+0.9% +$2.74K 0.26% 60
2024
Q4 		$284K Buy
+1,294
New +$284K 0.23% 67