Phoenix Financial’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.03M	Buy	+6,903	New	+$2.03M	0.03%	182
2020 Q3	–	Sell	-1,894	Closed	-$205K	–	351
2020 Q2	$205K	Buy	+1,894	New	+$205K	0.01%	292