HIW
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Holos Integrated Wealth’s IBM IBM Stock Holding History

Holos Integrated Wealth’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 		$290K Sell
1,199
-94
-7% -$22.8K 0.17% 49
2025
Q1 		$321K Hold
1,293
– – 0.21% 47
2024
Q4 		$284K Buy
+1,293
New +$284K 0.19% 44