Willow Creek Wealth Management’s IBM IBM Stock Holding History

Willow Creek Wealth Management’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	$366K	Buy
2025 Q2	$376K	Buy
2025 Q1	$316K	Buy
2024 Q4	$278K	Sell
2024 Q3	$290K	Hold
2024 Q2	$227K	Buy
2024 Q1	$247K	Hold
2023 Q4	$211K	Buy
2022 Q3	–	Sell
2022 Q2	$205K	Buy