Safeguard Investment Advisory Group’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$455K	Buy	+1,544	New	+$455K	0.11%	81
2021 Q1	–	Sell	-561	Closed	-$67K	–	354
2020 Q4	$67K	Buy	+561	New	+$67K	0.06%	164