INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 83,530 Value ($000) $24,742 Avg Close $298.78 Range $262.11 - $324.90
Q3 2025
Shares 55,623 Value ($000) $15,695 Avg Close $259.55 Range $232.08 - $292.01
Q2 2025
Shares 49,636 Value ($000) $14,632 Avg Close $253.82 Range $210.49 - $292.56
Q1 2025
Shares 50,612 Value ($000) $12,585 Avg Close $239.40 Range $209.20 - $261.47
Q4 2024
Shares 47,643 Value ($000) $10,473 Avg Close $216.31 Range $196.83 - $233.32
Q3 2024
Shares 34,409 Value ($000) $7,607 Avg Close $188.97 Range $166.24 - $216.80
Q2 2024
Shares 32,331 Value ($000) $5,592 Avg Close $165.85 Range $154.39 - $183.50
Q1 2024
Shares 28,706 Value ($000) $5,482 Avg Close $172.56 Range $148.54 - $189.10
Q4 2023
Shares 30,122 Value ($000) $4,926 Avg Close $141.50 Range $126.39 - $156.49