WestHill Financial Advisors’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,835	Closed	-$259K	–	111
2022 Q2	$259K	Sell	1,835 -450	-20%	-$63.5K	0.09%	48
2022 Q1	$297K	Sell	2,285 -2,612	-53%	-$340K	0.09%	51
2021 Q4	$655K	Buy	+4,897	New	+$655K	0.19%	33