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Shum Financial Group’s IBM IBM Stock Holding History

Shum Financial Group’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
Q1 		$882K Buy
3,547
+5
+0.1% +$1.24K 0.76% 45
2024
Q4 		$779K Sell
3,542
-88
-2% -$19.3K 0.67% 47
2024
Q3 		$753K Buy
+3,630
New +$753K 0.63% 53