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Compass Financial Services’s IBM IBM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$40.6K Sell
138
-29
-17% -$8.53K 0.02% 108
2025
Q1
$41.5K Buy
167
+49
+42% +$12.2K 0.02% 94
2024
Q4
$26K Buy
+118
New +$26K 0.01% 95