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Aspetuck Financial Management’s IBM IBM Stock Holding History

Aspetuck Financial Management’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,417
Closed -$352K – 73
2025
Q1 		$352K Hold
1,417
– – 0.3% 56
2024
Q4 		$311K Buy
+1,417
New +$311K 0.24% 61