Financial Advisory Partners’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-27,812
Closed -$3.93M 67
2022
Q2
$3.93M Buy
27,812
+2,136
+8% +$302K 1.62% 21
2022
Q1
$3.34M Buy
25,676
+1,319
+5% +$171K 1.23% 43
2021
Q4
$3.26M Buy
+24,357
New +$3.26M 1.19% 43