Stonebridge Financial Group’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$880K	Buy	2,985 +23	+0.8%	+$6.78K	0.09%	118
2025 Q1	$737K	Sell	2,962 -248	-8%	-$61.7K	0.08%	121
2024 Q4	$706K	Buy	+3,210	New	+$706K	0.08%	126