LifeSteps Financial’s IBM IBM Stock Holding History

LifeSteps Financial’s Portfolio IBM Stock Details IBM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$365K	Buy
2025 Q2	$380K	Buy
2025 Q1	$320K	Buy
2024 Q4	$283K	Buy
2024 Q3	$284K	Buy
2024 Q2	$222K	Buy
2024 Q1	$244K	Buy
2023 Q4	$208K	Buy