Kestra Investment 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	$1.9M	Buy	7,032 +3,314	+89%	+$896K	0.03%	194
2025 Q1	$925K	Buy	3,718 +421	+13%	+$105K	0.03%	181
2024 Q4	$725K	Buy	3,297 +256	+8%	+$56.3K	0.03%	181
2024 Q3	$672K	Buy	+3,041	New	+$672K	0.03%	164