Northstar Financial Companies’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$680K	Sell	2,307 -2,467	-52%	-$727K	0.71%	35
2025 Q1	$1.19M	Buy	4,774 +103	+2%	+$25.6K	1.29%	15
2024 Q4	$1.03M	Buy	+4,671	New	+$1.03M	0.97%	19