Evernest Financial Advisors’s IBM IBM Stock Holding History

Evernest Financial 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	$728K	Buy
2025 Q2	$738K	Buy
2025 Q1	$507K	Buy
2024 Q4	$389K	Buy
2024 Q3	$337K	Sell
2024 Q2	$267K	Buy
2024 Q1	$270K	Buy
2023 Q4	$240K	Buy
2021 Q4	$279K	Buy