HTG Investment Advisors’s IBM IBM Stock Holding History

HTG Investment Advisors’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$477K	Sell
2025 Q1	$406K	Sell
2024 Q4	$364K	Sell
2024 Q3	$376K	Buy
2024 Q2	$289K	Sell
2024 Q1	$348K	Hold
2023 Q4	$298K	Sell
2023 Q3	$365K	Buy