Commonwealth Retirement Investments’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$740K	Sell	2,510 -14,284	-85%	-$4.21M	0.28%	80
2025 Q1	$4.18M	Buy	16,794 +477	+3%	+$119K	1.7%	17
2024 Q4	$3.59M	Buy	16,317 +456	+3%	+$100K	1.48%	18
2024 Q3	$3.51M	Buy	15,861 +1,091	+7%	+$241K	1.47%	19
2024 Q2	$2.55M	Buy	+14,770	New	+$2.55M	1.17%	24