KCPG
Kavar Capital Partners Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.89M | Buy |
23,362
+53
| +0.2% | +$15.6K | 0.99% | 30 |
|
|
2025
Q1 | $5.8M | Sell |
23,309
-144
| -0.6% | -$35.8K | 0.97% | 30 |
|
|
2024
Q4 | $5.16M | Sell |
23,453
-535
| -2% | -$118K | 0.87% | 35 |
|
|
2024
Q3 | $5.3M | Sell |
23,988
-650
| -3% | -$144K | 0.84% | 37 |
|
|
2024
Q2 | $4.26M | Buy |
24,638
+105
| +0.4% | +$18.2K | 0.77% | 41 |
|
|
2024
Q1 | $4.68M | Sell |
24,533
-23,033
| -48% | -$4.4M | 0.86% | 38 |
|
|
2023
Q4 | $7.78M | Buy |
47,566
+23,243
| +96% | +$3.8M | 0.87% | 36 |
|
|
2023
Q3 | $3.41M | Sell |
24,323
-780
| -3% | -$109K | 0.74% | 45 |
|
|
2023
Q2 | $3.36M | Sell |
25,103
-1,754
| -7% | -$235K | 0.72% | 45 |
|
|
2023
Q1 | $3.52M | Sell |
26,857
-1,160
| -4% | -$152K | 0.76% | 42 |
|
|
2022
Q4 | $3.95M | Sell |
28,017
-420
| -1% | -$59.2K | 0.91% | 36 |
|
|
2022
Q3 | $3.38M | Buy |
28,437
+105
| +0.4% | +$12.5K | 0.86% | 41 |
|
|
2022
Q2 | $4M | Sell |
28,332
-1,717
| -6% | -$242K | 0.93% | 35 |
|
|
2022
Q1 | $3.91M | Buy |
30,049
+886
| +3% | +$115K | 0.84% | 38 |
|
|
2021
Q4 | $3.9M | Buy |
29,163
+29
| +0.1% | +$3.88K | 0.81% | 37 |
|
|
2021
Q3 | $4.05M | Sell |
29,134
-27
| -0.1% | -$3.75K | 0.92% | 33 |
|
|
2021
Q2 | $4.28M | Buy |
29,161
+295
| +1% | +$43.2K | 1.03% | 31 |
|
|
2021
Q1 | $3.85M | Buy |
28,866
+7,622
| +36% | +$1.02M | 1.04% | 32 |
|
|
2020
Q4 | $2.67M | Sell |
21,244
-532
| -2% | -$67K | 0.77% | 41 |
|
|
2020
Q3 | $2.65M | Buy |
21,776
+1,314
| +6% | +$160K | 0.89% | 35 |
|
|
2020
Q2 | $2.47M | Buy |
20,462
+6,707
| +49% | +$810K | 0.95% | 32 |
|
|
2020
Q1 | $1.53M | Buy |
13,755
+11,650
| +553% | +$1.29M | 0.73% | 53 |
|
|
2019
Q4 | $282K | Sell |
2,105
-365
| -15% | -$48.9K | 0.1% | 109 |
|
|
2019
Q3 | $359K | Hold |
2,470
| – | – | 0.14% | 99 |
|
|
2019
Q2 | $341K | Hold |
2,470
| – | – | 0.13% | 95 |
|
|
2019
Q1 | $349K | Buy |
2,470
+92
| +4% | +$13K | 0.16% | 98 |
|
|
2018
Q4 | $270K | Buy |
2,378
+83
| +4% | +$9.42K | 0.15% | 87 |
|
|
2018
Q3 | $347K | Sell |
2,295
-285
| -11% | -$43.1K | 0.17% | 81 |
|
|
2018
Q2 | $360K | Hold |
2,580
| – | – | 0.18% | 81 |
|
|
2018
Q1 | $396K | Buy |
2,580
+290
| +13% | +$44.5K | 0.21% | 79 |
|
|
2017
Q4 | $351K | Sell |
2,290
-500
| -18% | -$76.6K | 0.19% | 82 |
|
|
2017
Q3 | $405K | Sell |
2,790
-265
| -9% | -$38.5K | 0.22% | 82 |
|
|
2017
Q2 | $470K | Hold |
3,055
| – | – | 0.26% | 81 |
|
|
2017
Q1 | $532K | Buy |
3,055
+1,478
| +94% | +$257K | 0.3% | 80 |
|
|
2016
Q4 | $262K | Buy |
1,577
+7
| +0.4% | +$1.16K | 0.17% | 88 |
|
|
2016
Q3 | $249K | Buy |
+1,570
| New | +$249K | 0.16% | 92 |
|
|
2016
Q1 | – | Sell |
-1,082
| Closed | -$149K | – | 219 |
|
|
2015
Q4 | $149K | Hold |
1,082
| – | – | 0.1% | 117 |
|
|
2015
Q3 | $156K | Sell |
1,082
-5,000
| -82% | -$721K | 0.11% | 112 |
|
|
2015
Q2 | $989K | Buy |
6,082
+2
| +0% | +$325 | 0.67% | 57 |
|
|
2015
Q1 | $976K | Sell |
6,080
-147
| -2% | -$23.6K | 0.83% | 50 |
|
|
2014
Q4 | $999K | Sell |
6,227
-636
| -9% | -$102K | 0.79% | 54 |
|
|
2014
Q3 | $1.3M | Buy |
6,863
+48
| +0.7% | +$9.11K | 1.11% | 29 |
|
|
2014
Q2 | $1.24M | Buy |
6,815
+15
| +0.2% | +$2.72K | 1.05% | 31 |
|
|
2014
Q1 | $1.31M | Buy |
6,800
+501
| +8% | +$96.4K | 1.08% | 19 |
|
|
2013
Q4 | $1.18M | Buy |
+6,299
| New | +$1.18M | 1.06% | 28 |
|