HA
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Helium Advisors’s IBM IBM Stock Holding History

Helium Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$306K Buy
1,039
+2
+0.2% +$589 0.19% 78
2025
Q1 		$258K Buy
1,037
+1
+0.1% +$249 0.19% 78
2024
Q4 		$228K Buy
+1,036
New +$228K 0.18% 87