West Financial Advisors’s IBM IBM Stock Holding History

West Financial Advisors’s Portfolio IBM Stock Details IBM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$216K	Hold
2025 Q2	$226K	Hold
2025 Q1	$190K	Hold
2024 Q4	$168K	Buy
2023 Q4	–	Sell
2023 Q3	$5.33K	Buy
2022 Q2	–	Sell
2022 Q1	$5K	Buy
2021 Q2	–	Sell
2021 Q1	$2K	Buy