Evelyn Partners Investment Management’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.75M	Buy	12,752 +12,548	+6,151%	+$2.71M	0.11%	72
2025 Q1	$2.4M	Buy	+204	New	+$2.4M	0.11%	74