Pettinga Financial 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
$298K Buy
1,010
+3
+0.3% +$885 0.07% 109
2025
Q1
$251K Buy
1,007
+2
+0.2% +$498 0.06% 112
2024
Q4
$221K Buy
1,005
+4
+0.4% +$879 0.05% 118
2024
Q3
$221K Buy
+1,001
New +$221K 0.05% 111