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Fermata Advisors’s IBM IBM Stock Holding History

Fermata Advisors’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
Q2 		$263K Buy
892
+72
+9% +$21.2K 0.07% 186
2025
Q1 		$204K Buy
+820
New +$204K 0.04% 269