Shepherd Kaplan Krochuk’s IBM IBM Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$772K	Sell
2025 Q1	$734K	Buy
2024 Q4	$649K	Buy
2024 Q3	$652K	Buy
2024 Q2	$323K	Hold
2024 Q1	$357K	Buy
2018 Q1	–	Sell
2017 Q4	$201K	Buy