IIM
Ironwood Investment Management’s NCR Voyix VYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Hold |
90,420
| – | – | 0.52% | 60 |
|
|
2025
Q1 | $882K | Hold |
90,420
| – | – | 0.48% | 69 |
|
|
2024
Q4 | $1.25M | Hold |
90,420
| – | – | 0.62% | 52 |
|
|
2024
Q3 | $1.23M | Buy |
90,420
+28,800
| +47% | +$391K | 0.6% | 56 |
|
|
2024
Q2 | $761K | Hold |
61,620
| – | – | 0.41% | 81 |
|
|
2024
Q1 | $778K | Buy |
61,620
+10,075
| +20% | +$127K | 0.38% | 79 |
|
|
2023
Q4 | $872K | Sell |
51,545
-500
| -1% | -$8.46K | 0.46% | 66 |
|
|
2023
Q3 | $1.4M | Hold |
52,045
| – | – | 0.86% | 35 |
|
|
2023
Q2 | $1.31M | Hold |
52,045
| – | – | 0.76% | 40 |
|
|
2023
Q1 | $1.23M | Hold |
52,045
| – | – | 0.77% | 44 |
|
|
2022
Q4 | $1.22M | Sell |
52,045
-4,480
| -8% | -$105K | 0.8% | 44 |
|
|
2022
Q3 | $1.08M | Sell |
56,525
-2,000
| -3% | -$38K | 0.75% | 44 |
|
|
2022
Q2 | $1.82M | Buy |
58,525
+1,200
| +2% | +$37.3K | 1.22% | 19 |
|
|
2022
Q1 | $2.3M | Hold |
57,325
| – | – | 1.25% | 18 |
|
|
2021
Q4 | $2.3M | Sell |
57,325
-500
| -0.9% | -$20.1K | 1.14% | 25 |
|
|
2021
Q3 | $2.24M | Sell |
57,825
-837
| -1% | -$32.4K | 1.16% | 19 |
|
|
2021
Q2 | $2.68M | Sell |
58,662
-3,500
| -6% | -$160K | 1.35% | 17 |
|
|
2021
Q1 | $2.36M | Hold |
62,162
| – | – | 1.25% | 18 |
|
|
2020
Q4 | $2.34M | Sell |
62,162
-1,417
| -2% | -$53.2K | 1.37% | 16 |
|
|
2020
Q3 | $1.41M | Sell |
63,579
-1,883
| -3% | -$41.7K | 1.01% | 27 |
|
|
2020
Q2 | $1.13M | Sell |
65,462
-850
| -1% | -$14.7K | 0.88% | 32 |
|
|
2020
Q1 | $1.17M | Sell |
66,312
-4,325
| -6% | -$76.6K | 1.18% | 21 |
|
|
2019
Q4 | $2.48M | Sell |
70,637
-1,914
| -3% | -$67.3K | 1.72% | 15 |
|
|
2019
Q3 | $2.29M | Buy |
72,551
+19,401
| +37% | +$612K | 1.72% | 13 |
|
|
2019
Q2 | $1.65M | Hold |
53,150
| – | – | 1.29% | 20 |
|
|
2019
Q1 | $1.45M | Buy |
53,150
+2,035
| +4% | +$55.5K | 1.18% | 20 |
|
|
2018
Q4 | $1.18M | Hold |
51,115
| – | – | 1.09% | 28 |
|
|
2018
Q3 | $1.45M | Hold |
51,115
| – | – | 1.01% | 33 |
|
|
2018
Q2 | $1.53M | Hold |
51,115
| – | – | 1.09% | 25 |
|
|
2018
Q1 | $1.61M | Hold |
51,115
| – | – | 1.18% | 18 |
|
|
2017
Q4 | $1.74M | Hold |
51,115
| – | – | 1.24% | 20 |
|
|
2017
Q3 | $1.92M | Hold |
51,115
| – | – | 1.35% | 14 |
|
|
2017
Q2 | $2.09M | Buy |
51,115
+500
| +1% | +$20.4K | 1.51% | 11 |
|
|
2017
Q1 | $2.31M | Hold |
50,615
| – | – | 1.73% | 7 |
|
|
2016
Q4 | $2.05M | Sell |
50,615
-4,525
| -8% | -$184K | 1.5% | 9 |
|
|
2016
Q3 | $1.78M | Buy |
55,140
+25
| +0% | +$805 | 1.36% | 13 |
|
|
2016
Q2 | $1.53M | Hold |
55,115
| – | – | 1.15% | 22 |
|
|
2016
Q1 | $1.65M | Hold |
55,115
| – | – | 1.08% | 28 |
|
|
2015
Q4 | $1.35M | Hold |
55,115
| – | – | 0.56% | 70 |
|
|
2015
Q3 | $1.25M | Buy |
55,115
+1,300
| +2% | +$29.6K | 0.46% | 72 |
|
|
2015
Q2 | $1.62M | Buy |
53,815
+3,765
| +8% | +$113K | 0.37% | 78 |
|
|
2015
Q1 | $1.48M | Buy |
50,050
+230
| +0.5% | +$6.79K | 0.27% | 88 |
|
|
2014
Q4 | $1.45M | Sell |
49,820
-1,373
| -3% | -$40K | 0.26% | 90 |
|
|
2014
Q3 | $1.71M | Hold |
51,193
| – | – | 0.31% | 86 |
|
|
2014
Q2 | $1.8M | Sell |
51,193
-460
| -0.9% | -$16.1K | 0.29% | 87 |
|
|
2014
Q1 | $1.89M | Buy |
51,653
+3,728
| +8% | +$136K | 0.27% | 84 |
|
|
2013
Q4 | $1.63M | Sell |
47,925
-2,375
| -5% | -$80.9K | 0.23% | 86 |
|
|
2013
Q3 | $1.99M | Buy |
50,300
+400
| +0.8% | +$15.8K | 0.31% | 83 |
|
|
2013
Q2 | $1.65M | Buy |
+49,900
| New | +$1.65M | 0.29% | 83 |
|