WPA
IBM icon

Wealth Preservation Advisors’s IBM IBM Stock Holding History

Wealth Preservation Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$164K Sell
556
-1
-0.2% -$295 0.1% 97
2025
Q1 		$139K Buy
+557
New +$139K 0.1% 102