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PUREfi Wealth’s IBM IBM Stock Holding History

PUREfi Wealth’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$336K Sell
1,141
-193
-14% -$56.9K 0.27% 100
2025
Q1 		$332K Buy
1,334
+45
+3% +$11.2K 0.33% 90
2024
Q4 		$283K Buy
+1,289
New +$283K 0.28% 104