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Wingate Wealth Advisors’s IBM IBM Stock Holding History

Wingate Wealth Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,363
Closed -$339K – 103
2025
Q1 		$339K Sell
1,363
-392
-22% -$97.5K 0.39% 70
2024
Q4 		$386K Buy
+1,755
New +$386K 0.38% 69