Whelan Financial’s IBM IBM Stock Holding History

Whelan Financial’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$572K	Buy
2025 Q2	$450K	Buy
2025 Q1	$370K	Sell
2024 Q4	$340K	Buy
2024 Q3	$290K	Buy
2024 Q2	$217K	Sell
2024 Q1	$251K	Buy