Heritage Wealth Management (Ohio)’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.98M	Sell	6,725 -896	-12%	-$264K	0.64%	40
2025 Q1	$1.9M	Sell	7,621 -691	-8%	-$172K	0.65%	37
2024 Q4	$1.83M	Buy	8,312 +1	+0%	+$220	0.61%	37
2024 Q3	$1.84M	Sell	8,311 -28	-0.3%	-$6.19K	0.6%	35
2024 Q2	$1.47M	Buy	+8,339	New	+$1.47M	0.49%	52