Concurrent Investment Advisors’s IBM IBM Stock Holding History

Concurrent Investment Advisors’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$15.7M	Buy
2025 Q2	$14.6M	Sell
2025 Q1	$12.6M	Buy
2024 Q4	$10.5M	Buy
2024 Q3	$7.61M	Buy
2024 Q2	$5.59M	Buy
2024 Q1	$5.48M	Sell
2023 Q4	$4.93M	Buy