Octavia 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	$252K	Sell	853 -158	-16%	-$46.6K	0.03%	193
2025 Q1	$251K	Buy	+1,011	New	+$251K	0.03%	191
2024 Q1	–	Sell	-1,490	Closed	-$244K	–	227
2023 Q4	$244K	Buy	+1,490	New	+$244K	0.04%	195