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Root Financial Partners’s IBM IBM Stock Holding History

Root Financial Partners’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 		$445K Buy
1,511
+370
+32% +$109K 0.04% 139
2025
Q1 		$284K Buy
1,141
+25
+2% +$6.22K 0.03% 163
2024
Q4 		$245K Buy
+1,116
New +$245K 0.03% 178