Francis Financial’s IBM IBM Stock Holding History

Francis Financial’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 Q2	$1.02M	Buy
2025 Q1	$818K	Sell
2024 Q4	$626K	Buy
2024 Q3	$587K	Buy
2024 Q2	$441K	Buy
2024 Q1	$469K	Sell
2023 Q4	$432K	Buy
2023 Q3	$342K	Buy