Principia Wealth Advisory’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.7K	Buy	43 +7	+19%	+$2.06K	0.01%	153
2025 Q1	$8.47K	Buy	36 +13	+57%	+$3.06K	0.01%	135
2024 Q4	$5.06K	Buy	+23	New	+$5.06K	﹤0.01%	147