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Wernau Asset Management’s IBM IBM Stock Holding History

Wernau Asset Management’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$783K Sell
2,656
-8
-0.3% -$2.36K 0.54% 23
2025
Q1 		$662K Hold
2,664
– – 0.52% 23
2024
Q4 		$586K Buy
+2,664
New +$586K 0.44% 28