CFC Planning Company’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.44M	Buy	8,278 +488	+6%	+$144K	2.3%	12
2025 Q1	$1.94M	Buy	7,790 +746	+11%	+$186K	2.12%	17
2024 Q4	$1.55M	Buy	+7,044	New	+$1.55M	1.66%	29