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Adero Partners’s IBM IBM Stock Holding History

Adero Partners’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$413K Buy
1,663
+124
+8% +$30.8K 0.03% 140
2024
Q4 		$338K Buy
1,539
+232
+18% +$51K 0.02% 157
2024
Q3 		$289K Buy
+1,307
New +$289K 0.02% 173