Able Wealth Management’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$245K	Sell	832 -58	-7%	-$17.1K	0.12%	93
2025 Q1	$221K	Buy	+890	New	+$221K	0.13%	89
2024 Q1	–	Sell	-419	Closed	-$68.5K	–	301
2023 Q4	$68.5K	Buy	+419	New	+$68.5K	0.06%	117