Crestmont Private Wealth’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$231K	Buy	+782	New	+$231K	0.08%	72
2024 Q4	–	Sell	-1,079	Closed	-$239K	–	98
2024 Q3	$239K	Buy	+1,079	New	+$239K	0.1%	76