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Optimize Financial’s IBM IBM Stock Holding History

Optimize Financial’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,241
Closed -$1.81M – 251
2024
Q4 		$1.81M Buy
+8,241
New +$1.81M 1.36% 19