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Blue Zone Wealth Advisors’s IBM IBM Stock Holding History

Blue Zone Wealth Advisors’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
Q2 		$259K Hold
880
– – 0.06% 95
2025
Q1 		$219K Sell
880
-220
-20% -$54.7K 0.06% 96
2024
Q4 		$242K Buy
+1,100
New +$242K 0.07% 93