VFG
V2 Financial group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
1,080
+30
| +3% | +$8.84K | 0.19% | 64 |
|
|
2025
Q1 | $261K | Hold |
1,050
| – | – | 0.17% | 67 |
|
|
2024
Q4 | $231K | Hold |
1,050
| – | – | 0.14% | 74 |
|
|
2024
Q3 | $232K | Sell |
1,050
-50
| -5% | -$11.1K | 0.15% | 71 |
|
|
2024
Q2 | $211K | Hold |
1,100
| – | – | 0.14% | 75 |
|
|
2024
Q1 | $210K | Buy |
+1,100
| New | +$210K | 0.14% | 71 |
|
|
2022
Q3 | – | Sell |
-1,418
| Closed | -$200K | – | 58 |
|
|
2022
Q2 | $200K | Sell |
1,418
-18,571
| -93% | -$2.62M | 0.16% | 59 |
|
|
2022
Q1 | $2.6M | Sell |
19,989
-8,704
| -30% | -$1.13M | 1.98% | 10 |
|
|
2021
Q4 | $3.84M | Buy |
28,693
+12,403
| +76% | +$1.66M | 2.98% | 7 |
|
|
2021
Q3 | $2.26M | Sell |
16,290
-706
| -4% | -$98.1K | 1.95% | 12 |
|
|
2021
Q2 | $2.49M | Sell |
16,996
-386
| -2% | -$56.6K | 2.11% | 9 |
|
|
2021
Q1 | $2.32M | Buy |
17,382
+2,823
| +19% | +$376K | 2.09% | 8 |
|
|
2020
Q4 | $1.83M | Buy |
+14,559
| New | +$1.83M | 1.85% | 8 |
|