Valeo Financial Advisors’s IBM IBM Stock Holding History

Valeo Financial Advisors’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.1M	Buy	17,317 +2,480	+17%	+$731K	0.13%	89
2025 Q1	$3.69M	Buy	14,837 +741	+5%	+$184K	0.1%	92
2024 Q4	$3.1M	Buy	14,096 +96	+0.7%	+$21.1K	0.09%	111
2024 Q3	$3.1M	Buy	14,000 +552	+4%	+$122K	0.09%	113
2024 Q2	$2.33M	Buy	13,448 +283	+2%	+$48.9K	0.07%	128
2024 Q1	$2.42M	Sell	13,165 -1,475	-10%	-$272K	0.09%	126
2023 Q4	$2.39M	Buy	14,640 +290	+2%	+$47.4K	0.1%	117
2023 Q3	$2.01M	Buy	14,350 +1,684	+13%	+$236K	0.09%	123
2023 Q2	$1.69M	Sell	12,666 -2,849	-18%	-$381K	0.08%	140
2023 Q1	$2.03M	Sell	15,515 -877	-5%	-$115K	0.1%	126
2022 Q4	$2.31M	Buy	16,392 +2,296	+16%	+$323K	0.13%	100
2022 Q3	$1.68M	Sell	14,096 -3,623	-20%	-$431K	0.11%	116
2022 Q2	$2.5M	Buy	17,719 +622	+4%	+$87.8K	0.16%	85
2022 Q1	$2.22M	Buy	17,097 +3,480	+26%	+$452K	0.11%	107
2021 Q4	$1.82M	Sell	13,617 -1,400	-9%	-$187K	0.1%	124
2021 Q3	$2M	Buy	15,017 +5,856	+64%	+$778K	0.11%	106
2021 Q2	$1.28M	Sell	9,161 -49	-0.5%	-$6.87K	0.08%	133
2021 Q1	$1.17M	Buy	9,210 +780	+9%	+$99.3K	0.05%	160
2020 Q4	$1.01M	Buy	8,430 +1,768	+27%	+$213K	0.05%	159
2020 Q3	$775K	Sell	6,662 -1,094	-14%	-$127K	0.07%	145
2020 Q2	$896K	Buy	7,756 +311	+4%	+$35.9K	0.08%	139
2020 Q1	$861K	Sell	7,445 -1,726	-19%	-$200K	0.09%	130
2019 Q4	$1.18M	Buy	9,171 +80	+0.9%	+$10.3K	0.11%	121
2019 Q3	$1.26M	Buy	9,091 +327	+4%	+$45.5K	0.14%	99
2019 Q2	$1.16M	Buy	8,764 +22	+0.3%	+$2.9K	0.13%	118
2019 Q1	$1.18M	Sell	8,742 -3,262	-27%	-$440K	0.14%	109
2018 Q4	$1.3M	Sell	12,004 -4,795	-29%	-$521K	0.18%	90
2018 Q3	$1.85M	Sell	16,799 -402	-2%	-$44.4K	0.25%	64
2018 Q2	$2.35M	Buy	17,201 +801	+5%	+$109K	0.33%	56
2018 Q1	$2.41M	Buy	16,400 +6,820	+71%	+$1M	0.39%	51
2017 Q4	$1.41M	Buy	9,580 +6,359	+197%	+$933K	0.23%	75
2017 Q3	$447K	Buy	+3,221	New	+$447K	0.1%	137