HFR Wealth Management’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$231K	Buy	+783	New	+$231K	0.06%	48
2024 Q4	–	Sell	-1,220	Closed	-$270K	–	53
2024 Q3	$270K	Buy	+1,220	New	+$270K	0.07%	49