Triad Wealth Partners’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$647K	Buy	2,196 +1,310	+148%	+$386K	0.13%	121
2025 Q1	$220K	Buy	+886	New	+$220K	0.07%	193
2024 Q3	–	Sell	-332	Closed	-$57.4K	–	435
2024 Q2	$57.4K	Buy	+332	New	+$57.4K	0.03%	207