LGT Financial Advisors’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.73K	Buy	+33	New	+$9.73K	0.02%	208
2024 Q2	–	Sell	-1,000	Closed	-$191K	–	816
2024 Q1	$191K	Hold	1,000	–	–	0.22%	103
2023 Q4	$164K	Sell	1,000 -17	-2%	-$2.78K	0.2%	118
2023 Q3	$143K	Buy	+1,017	New	+$143K	0.18%	122