Howard 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	$239K	Buy	811 +1	+0.1%	+$295	0.12%	110
2025 Q1	$201K	Buy	+810	New	+$201K	0.11%	115
2020 Q1	–	Sell	-1,076	Closed	-$137K	–	278
2019 Q4	$137K	Buy	+1,076	New	+$137K	0.11%	120