White Knight Strategic Wealth Advisors’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,320
Closed -$290K 87
2024
Q4
$290K Buy
+1,320
New +$290K 0.12% 99
2024
Q3
Sell
-1,665
Closed -$288K 86
2024
Q2
$288K Buy
+1,665
New +$288K 0.29% 59