Waypoint Wealth Counsel’s IBM IBM Stock Holding History

Waypoint Wealth Counsel’s Portfolio IBM Stock Details IBM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$417K	Buy
2025 Q2	$432K	Buy
2025 Q1	$333K	Buy
2024 Q4	$291K	Buy
2024 Q3	$286K	Sell
2024 Q2	$224K	Buy
2024 Q1	$247K	Buy
2023 Q4	$209K	Sell
2023 Q3	$202K	Buy
2023 Q1	–	Sell
2022 Q4	$535K	Buy