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Carnegie Lake Advisors’s IBM IBM Stock Holding History

Carnegie Lake 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 		$1.18M Sell
4,000
-600
-13% -$177K 0.47% 58
2025
Q1 		$1.14M Hold
4,600
– – 0.46% 60
2024
Q4 		$1.01M Hold
4,600
– – 0.41% 66
2024
Q3 		$1.02M Buy
+4,600
New +$1.02M 0.4% 66