Embree Financial Group’s IBM IBM Stock Holding History

Embree Financial Group’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	$453K	Buy
2025 Q2	$460K	Buy
2025 Q1	$382K	Buy
2024 Q4	$335K	Sell
2024 Q3	$353K	Buy
2024 Q2	$265K	Sell
2024 Q1	$299K	Sell
2023 Q4	$256K	Buy