Carr Financial Group’s IBM IBM Stock Holding History

Carr Financial Group’s Portfolio IBM Stock Details IBM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$843K	Buy
2025 Q2	$496K	Buy
2025 Q1	$415K	Buy
2024 Q4	$353K	Sell
2024 Q3	$365K	Buy
2024 Q2	$268K	Buy
2024 Q1	$276K	Sell
2023 Q4	$270K	Sell
2023 Q3	$263K	Sell
2023 Q2	$256K	Buy