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Wetzel Investment Advisors’s IBM IBM Stock Holding History

Wetzel Investment Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-580
Closed -$111K – 465
2024
Q2 		$111K Sell
580
-77
-12% -$14.7K 0.06% 167
2024
Q1 		$119K Buy
657
+24
+4% +$4.36K 0.07% 163
2023
Q4 		$104K Buy
+633
New +$104K 0.06% 175