Benchmark Financial Wealth Advisors’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$202K	Buy	832 +151	+22%	+$40.9K	0.06%	130
2025 Q4	$202K	Sell	681 -172	-20%	-$51.5K	0.06%	125
2025 Q3	$241K	Buy	853 +15	+2%	+$3.93K	0.07%	102
2025 Q2	$247K	Buy	838 +22	+3%	+$5.67K	0.08%	98
2025 Q1	$203K	Buy	+816	New	+$200K	0.08%	97
2022 Q4	–	Sell	-2,309	Closed	-$274K	–	71
2022 Q3	$274K	Buy	2,309 +95	+4%	+$12.5K	0.16%	55
2022 Q2	$313K	Buy	2,214 +25	+1%	+$3.37K	0.16%	45
2022 Q1	$285K	Hold	2,189	–	–	0.12%	61
2021 Q4	$293K	Sell	2,189 -87	-4%	-$10.9K	0.12%	57
2021 Q3	$302K	Sell	2,276 -155	-6%	-$20.7K	0.14%	49
2021 Q2	$341K	Buy	2,431 +1	+0%	+$137	0.16%	45
2021 Q1	$310K	Sell	2,430 -24	-1%	-$2.87K	0.17%	44
2020 Q4	$295K	Buy	2,454 +2	+0.1%	+$231	0.16%	46
2020 Q3	$285K	Buy	2,452 +2	+0.1%	+$235	0.18%	44
2020 Q2	$283K	Buy	2,450 +29	+1%	+$3.37K	0.21%	39
2020 Q1	$257K	Buy	2,421 +2	+0.1%	+$253	0.26%	31
2019 Q4	$310K	Buy	2,419 +2	+0.1%	+$260	0.26%	30
2019 Q3	$336K	Buy	2,417 +2	+0.1%	+$270	0.33%	24
2019 Q2	$318K	Sell	2,415 -235	-9%	-$30.9K	0.31%	26
2019 Q1	$357K	Buy	2,650 +30	+1%	+$3.82K	0.37%	23
2018 Q4	$285K	Buy	+2,620	New	+$314K	0.35%	24