Petros Family Wealth’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.22M	Sell	4,132 -138	-3%	-$40.7K	1.11%	23
2025 Q1	$1.06M	Buy	4,270 +145	+4%	+$36.1K	1.17%	20
2024 Q4	$907K	Buy	+4,125	New	+$907K	0.98%	23