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Spurstone Advisory Services’s IBM IBM Stock Holding History

Spurstone Advisory Services’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
Q2 		$162K Hold
550
– – 2.46% 12
2025
Q1 		$137K Hold
550
– – 2.66% 11
2024
Q4 		$121K Buy
+550
New +$121K 2.3% 15