Marshall & Sterling Wealth 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	$1.94M	Sell	6,576 -429	-6%	-$126K	1.31%	20
2025 Q1	$1.74M	Sell	7,005 -254	-3%	-$63.2K	1.18%	25
2024 Q4	$1.6M	Buy	+7,259	New	+$1.6M	1.1%	26