WFA
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Wells Financial Advisors’s IBM IBM Stock Holding History

Wells Financial 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 		$17.1K Hold
58
– – 0.02% 67
2025
Q1 		$14.4K Hold
58
– – 0.02% 70
2024
Q4 		$12.8K Hold
58
– – 0.02% 74
2024
Q3 		$12.8K Buy
+58
New +$12.8K 0.02% 74