Total Wealth Planning & Management’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$343K	Buy	1,162 +50	+4%	+$14.7K	0.28%	123
2025 Q1	$277K	Sell	1,112 -15	-1%	-$3.73K	0.26%	125
2024 Q4	$248K	Buy	+1,127	New	+$248K	0.22%	135