Frederick Financial Consultants’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.89M Sell
6,418
-4
-0.1% -$1.18K 1.18% 21
2025
Q1
$1.6M Buy
6,422
+44
+0.7% +$10.9K 1.15% 21
2024
Q4
$1.4M Buy
+6,378
New +$1.4M 1.12% 22