SGWM
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Sterling Group Wealth Management’s IBM IBM Stock Holding History

Sterling Group Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-807
Closed -$201K – 56
2025
Q1 		$201K Buy
+807
New +$201K 0.11% 58