Rockline Wealth Management’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$419K	Hold	1,422	–	–	0.1%	69
2025 Q1	$354K	Buy	1,422 +36	+3%	+$8.95K	0.1%	73
2024 Q4	$305K	Hold	1,386	–	–	0.08%	83
2024 Q3	$306K	Buy	1,386 +5	+0.4%	+$1.11K	0.09%	84
2024 Q2	$239K	Buy	+1,381	New	+$239K	0.07%	91