Cary Street 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	$7.72M	Sell	26,185 -1,805	-6%	-$532K	0.22%	110
2025 Q1	$6.96M	Sell	27,990 -162	-0.6%	-$40.3K	0.22%	112
2024 Q4	$6.19M	Buy	+28,152	New	+$6.19M	0.2%	113