Warther Private Wealth’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	-1,461	Closed	-$206K	–	75
2022 Q4	$206K	Buy	+1,461	New	+$206K	0.15%	75
2021 Q4	–	Sell	-3,170	Closed	-$434K	–	125
2021 Q3	$434K	Hold	3,170	–	–	0.39%	70
2021 Q2	$445K	Buy	+3,170	New	+$445K	0.43%	63