Zimmermann Investment Management & Planning’s IBM IBM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,177	Closed	-$260K	–	54
2024 Q3	$260K	Buy	+1,177	New	+$260K	0.08%	122
2024 Q2	–	Sell	-1,158	Closed	-$221K	–	140
2024 Q1	$221K	Sell	1,158 -149	-11%	-$28.4K	0.08%	125
2023 Q4	$214K	Buy	+1,307	New	+$214K	0.09%	116