Vahanian & Associates Financial Planning’s IBM IBM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,446
Closed -$204K 76
2022
Q4
$204K Buy
+1,446
New +$204K 0.67% 56
2022
Q1
Sell
-2,589
Closed -$346K 105
2021
Q4
$346K Buy
+2,589
New +$346K 0.28% 104