Burling Wealth Partners’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$976K	Sell	3,310 -147	-4%	-$43.3K	0.18%	98
2025 Q1	$860K	Sell	3,457 -43	-1%	-$10.7K	0.18%	97
2024 Q4	$769K	Buy	+3,500	New	+$769K	0.16%	105