INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 27,839 Value ($000) $8,246 Avg Close $298.78 Range $262.11 - $324.90
Q3 2025
Shares 17,508 Value ($000) $4,940 Avg Close $259.55 Range $232.08 - $292.01
Q2 2025
Shares 19,310 Value ($000) $5,692 Avg Close $253.82 Range $210.49 - $292.56
Q1 2025
Shares 17,781 Value ($000) $4,421 Avg Close $239.40 Range $209.20 - $261.47
Q4 2024
Shares 47,651 Value ($000) $10,475 Avg Close $216.31 Range $196.83 - $233.32
Q3 2024
Shares 50,122 Value ($000) $11,081 Avg Close $188.97 Range $166.24 - $216.80
Q2 2024
Shares 50,726 Value ($000) $8,773 Avg Close $165.85 Range $154.39 - $183.50
Q1 2024
Shares 54,411 Value ($000) $10,390 Avg Close $172.56 Range $148.54 - $189.10
Q4 2023
Shares 39,482 Value ($000) $6,457 Avg Close $141.50 Range $126.39 - $156.49
Q3 2023
Shares 45,086 Value ($000) $6,326 Avg Close $131.75 Range $120.98 - $141.33