Centricity Wealth Management’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$107K Hold
364
0.09% 118
2025
Q1
$90.5K Hold
364
0.08% 120
2024
Q4
$80K Buy
+364
New +$80K 0.07% 128