Goldstein Advisors’s IBM IBM Stock Holding History

Goldstein 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	$395K	Sell
2025 Q1	$334K	Sell
2024 Q4	$425K	Buy
2024 Q3	$269K	Buy
2024 Q2	$202K	Sell
2024 Q1	$225K	Buy