AssuredPartners Investment Advisors’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$480K	Sell	1,628 -2,464	-60%	-$726K	0.12%	136
2025 Q1	$1.02M	Sell	4,092 -122	-3%	-$30.3K	0.2%	126
2024 Q4	$926K	Buy	+4,214	New	+$926K	0.18%	128