Xcel Wealth Management’s IBM IBM Stock Holding History

Xcel Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$366K	Buy
2023 Q3	–	Sell
2023 Q2	$601K	Hold
2023 Q1	$588K	Buy
2022 Q4	$559K	Buy
2022 Q3	$414K	Buy
2022 Q2	$473K	Buy
2022 Q1	$415K	Buy
2021 Q4	$320K	Buy
2021 Q3	$278K	Buy
2021 Q2	$279K	Buy