Geneva Partners’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,650	Closed	-$514K	–	64
2022 Q4	$514K	Sell	3,650 -160	-4%	-$22.5K	0.49%	41
2022 Q3	$453K	Sell	3,810 -32,627	-90%	-$3.88M	0.52%	44
2022 Q2	$5.15M	Buy	+36,437	New	+$5.15M	5.06%	4