Safeguard Financial’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$354K	Buy	1,424 +13	+0.9%	+$3.23K	0.08%	79
2024 Q4	$310K	Buy	+1,411	New	+$310K	0.07%	86
2023 Q3	–	Sell	-679	Closed	-$90K	–	287
2023 Q2	$90K	Buy	+679	New	+$90K	0.04%	103