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Elevate Wealth Advisory’s IBM IBM Stock Holding History

Elevate Wealth Advisory’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
Q1 		– Sell
-1,225
Closed -$269K – 134
2024
Q4 		$269K Buy
+1,225
New +$269K 0.2% 59