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Clune & Associates’s IBM IBM Stock Holding History

Clune & Associates’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 		$388K Buy
1,315
+267
+25% +$78.7K 0.11% 113
2025
Q1 		$261K Hold
1,048
– – 0.08% 120
2024
Q4 		$230K Buy
+1,048
New +$230K 0.08% 127