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Rothschild Capital Partners’s IBM IBM Stock Holding History

Rothschild Capital 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 		$315K Hold
1,070
– – 0.08% 62
2025
Q1 		$266K Hold
1,070
– – 0.07% 72
2024
Q4 		$235K Buy
+1,070
New +$235K 0.06% 88