Regatta Capital Group’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$278K	Sell	945 -12	-1%	-$3.54K	0.05%	183
2025 Q1	$238K	Hold	957	–	–	0.05%	171
2024 Q4	$210K	Sell	957 -8	-0.8%	-$1.76K	0.04%	178
2024 Q3	$213K	Buy	+965	New	+$213K	0.04%	182