Red Mountain 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	$281K	Sell	955 -33	-3%	-$9.72K	0.31%	52
2025 Q1	$246K	Sell	988 -2	-0.2%	-$498	0.3%	55
2024 Q4	$218K	Sell	990 -78	-7%	-$17.2K	0.23%	60
2024 Q3	$236K	Buy	+1,068	New	+$236K	0.25%	57