Bridgewealth Advisory Group’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$334K	Buy	+1,132	New	+$334K	0.08%	84
2025 Q1	–	Sell	-1,123	Closed	-$291K	–	72
2024 Q4	$291K	Buy	1,123 +90	+9%	+$23.3K	0.08%	84
2024 Q3	$228K	Buy	+1,033	New	+$228K	0.08%	75