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Kellett Wealth Advisors’s IBM IBM Stock Holding History

Kellett Wealth Advisors’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 		$335K Buy
1,136
+48
+4% +$14.1K 0.22% 47
2025
Q1 		$271K Buy
+1,088
New +$271K 0.19% 56