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Whipplewood Advisors’s IBM IBM Stock Holding History

Whipplewood 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 		$92K Buy
312
+123
+65% +$36.3K 0.05% 242
2025
Q1 		$76.8K Sell
189
-120
-39% -$48.8K 0.05% 250
2024
Q4 		$67.9K Buy
+309
New +$67.9K 0.04% 268