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Warren Street Wealth Advisors’s IBM IBM Stock Holding History

Warren Street Wealth Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$512K Buy
1,737
+836
+93% +$246K 0.17% 60
2025
Q1 		$224K Buy
+901
New +$224K 0.09% 97