Geometric Wealth Advisors’s IBM IBM Stock Holding History

Geometric Wealth 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 Q2	$1.03M	Buy
2025 Q1	$868K	Buy
2024 Q4	$763K	Sell
2024 Q3	$784K	Sell
2024 Q2	$614K	Buy
2024 Q1	$226K	Buy