Fortis Capital Advisors’s IBM IBM Stock Holding History

Fortis Capital 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	$1.09M	Buy
2025 Q2	$594K	Buy
2025 Q1	$464K	Buy
2024 Q3	–	Sell
2024 Q2	$371K	Buy
2024 Q1	$405K	Buy
2023 Q2	–	Sell
2023 Q1	$140K	Sell
2022 Q4	$262K	Buy