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Agate Pass Investment Management’s IBM IBM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.18M Hold
7,393
0.89% 34
2025
Q1
$1.84M Buy
7,393
+3,110
+73% +$773K 0.79% 44
2024
Q4
$942K Buy
+4,283
New +$942K 0.43% 61