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InvesTrust’s IBM IBM Stock Holding History

InvesTrust’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 		$3.66M Sell
12,423
-21,200
-63% -$6.25M 1.41% 24
2025
Q1 		$8.36M Sell
33,623
-2,068
-6% -$514K 2.29% 10
2024
Q4 		$7.85M Buy
+35,691
New +$7.85M 2.18% 13