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Roxbury Financial’s IBM IBM Stock Holding History

Roxbury Financial’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 		$2.43M Sell
8,249
-897
-10% -$264K 2.37% 10
2025
Q1 		$2.31M Sell
9,146
-178
-2% -$44.9K 2.26% 11
2024
Q4 		$2.12M Buy
+9,324
New +$2.12M 2.04% 11