Waypoint 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	$310K	Hold	1,050	–	–	0.08%	68
2025 Q1	$261K	Buy	+1,050	New	+$261K	0.07%	62
2024 Q3	–	Sell	-1,658	Closed	-$287K	–	68
2024 Q2	$287K	Buy	+1,658	New	+$287K	0.08%	55