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Peak Financial Management’s IBM IBM Stock Holding History

Peak Financial Management’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$251K Hold
851
– – 0.07% 81
2025
Q1 		$212K Buy
+851
New +$212K 0.06% 89