Harold Davidson & Associates’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,540	Closed	-$383K	–	64
2025 Q1	$383K	Hold	1,540	–	–	0.21%	48
2024 Q4	$339K	Buy	+1,540	New	+$339K	0.16%	57