Kavar Capital Partners Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.76M | Buy |
23,746
+531
| +2% | +$144K | 0.72% | 39 |
|
|
2025
Q4 | $6.88M | Sell |
23,215
-6
| -0% | -$1.8K | 0.95% | 34 |
|
|
2025
Q3 | $6.55M | Sell |
23,221
-141
| -0.6% | -$36.9K | 0.87% | 36 |
|
|
2025
Q2 | $6.89M | Buy |
23,362
+53
| +0.2% | +$13.7K | 0.99% | 30 |
|
|
2025
Q1 | $5.8M | Sell |
23,309
-144
| -0.6% | -$35.2K | 0.97% | 30 |
|
|
2024
Q4 | $5.16M | Sell |
23,453
-535
| -2% | -$119K | 0.87% | 35 |
|
|
2024
Q3 | $5.3M | Sell |
23,988
-650
| -3% | -$127K | 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% | -$4.2M | 0.86% | 38 |
|
|
2023
Q4 | $7.78M | Buy |
47,566
+23,243
| +96% | +$3.51M | 0.87% | 36 |
|
|
2023
Q3 | $3.41M | Sell |
24,323
-780
| -3% | -$111K | 0.74% | 45 |
|
|
2023
Q2 | $3.36M | Sell |
25,103
-1,754
| -7% | -$226K | 0.72% | 45 |
|
|
2023
Q1 | $3.52M | Sell |
26,857
-1,160
| -4% | -$155K | 0.76% | 42 |
|
|
2022
Q4 | $3.95M | Sell |
28,017
-420
| -1% | -$57.9K | 0.91% | 36 |
|
|
2022
Q3 | $3.38M | Buy |
28,437
+105
| +0.4% | +$13.8K | 0.86% | 41 |
|
|
2022
Q2 | $4M | Sell |
28,332
-1,717
| -6% | -$232K | 0.93% | 35 |
|
|
2022
Q1 | $3.91M | Buy |
30,049
+886
| +3% | +$116K | 0.84% | 38 |
|
|
2021
Q4 | $3.9M | Sell |
29,163
-1,311
| -4% | -$164K | 0.81% | 37 |
|
|
2021
Q3 | $4.05M | Sell |
30,474
-28
| -0.1% | -$3.74K | 0.92% | 33 |
|
|
2021
Q2 | $4.28M | Buy |
30,502
+308
| +1% | +$42.1K | 1.03% | 31 |
|
|
2021
Q1 | $3.85M | Buy |
30,194
+7,973
| +36% | +$954K | 1.04% | 32 |
|
|
2020
Q4 | $2.67M | Sell |
22,221
-557
| -2% | -$64.4K | 0.77% | 41 |
|
|
2020
Q3 | $2.65M | Buy |
22,778
+1,375
| +6% | +$162K | 0.89% | 35 |
|
|
2020
Q2 | $2.47M | Buy |
21,403
+7,015
| +49% | +$815K | 0.95% | 32 |
|
|
2020
Q1 | $1.53M | Buy |
14,388
+12,186
| +553% | +$1.54M | 0.73% | 53 |
|
|
2019
Q4 | $282K | Sell |
2,202
-382
| -15% | -$49.6K | 0.1% | 109 |
|
|
2019
Q3 | $359K | Hold |
2,584
| – | – | 0.14% | 99 |
|
|
2019
Q2 | $341K | Hold |
2,584
| – | – | 0.13% | 95 |
|
|
2019
Q1 | $349K | Buy |
2,584
+97
| +4% | +$12.4K | 0.16% | 98 |
|
|
2018
Q4 | $270K | Buy |
2,487
+86
| +4% | +$10.3K | 0.15% | 87 |
|
|
2018
Q3 | $347K | Sell |
2,401
-298
| -11% | -$41.6K | 0.17% | 81 |
|
|
2018
Q2 | $360K | Hold |
2,699
| – | – | 0.18% | 81 |
|
|
2018
Q1 | $396K | Buy |
2,699
+304
| +13% | +$46K | 0.21% | 79 |
|
|
2017
Q4 | $351K | Sell |
2,395
-523
| -18% | -$76.1K | 0.19% | 82 |
|
|
2017
Q3 | $405K | Sell |
2,918
-278
| -9% | -$38.7K | 0.22% | 82 |
|
|
2017
Q2 | $470K | Hold |
3,196
| – | – | 0.26% | 81 |
|
|
2017
Q1 | $532K | Buy |
3,196
+1,546
| +94% | +$259K | 0.3% | 80 |
|
|
2016
Q4 | $262K | Buy |
1,650
+8
| +0.5% | +$1.22K | 0.17% | 88 |
|
|
2016
Q3 | $249K | Buy |
+1,642
| New | +$249K | 0.16% | 92 |
|
|
2016
Q1 | – | Sell |
-1,132
| Closed | -$149K | – | 219 |
|
|
2015
Q4 | $149K | Hold |
1,132
| – | – | 0.1% | 117 |
|
|
2015
Q3 | $156K | Sell |
1,132
-5,230
| -82% | -$772K | 0.11% | 112 |
|
|
2015
Q2 | $989K | Buy |
6,362
+2
| +0% | +$321 | 0.67% | 57 |
|
|
2015
Q1 | $976K | Sell |
6,360
-153
| -2% | -$23.2K | 0.83% | 50 |
|
|
2014
Q4 | $999K | Sell |
6,513
-666
| -9% | -$106K | 0.79% | 54 |
|
|
2014
Q3 | $1.3M | Buy |
7,179
+51
| +0.7% | +$9.29K | 1.11% | 29 |
|
|
2014
Q2 | $1.24M | Buy |
7,128
+15
| +0.2% | +$2.7K | 1.05% | 31 |
|
|
2014
Q1 | $1.31M | Buy |
7,113
+524
| +8% | +$92.3K | 1.08% | 19 |
|
|
2013
Q4 | $1.18M | Buy |
+6,589
| New | +$1.14M | 1.06% | 28 |
|
Other funds holding IBM
VCM
VPM
