Precedent Wealth Partners’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,166	Closed	-$202K	–	144
2024 Q2	$202K	Sell	1,166 -2,255	-66%	-$390K	0.08%	134
2024 Q1	$653K	Buy	3,421 +315	+10%	+$60.2K	0.28%	87
2023 Q4	$508K	Buy	+3,106	New	+$508K	0.26%	89