Safeguard Investment Advisory Group’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$298K Sell
2025
Q3
$486K Buy
2025
Q2
$455K Buy
2021
Q1
Sell
2020
Q4
$67K Buy