VA
Valmark Advisers’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
6,174
+1,152
| +23% | +$340K | 0.03% | 238 |
|
|
2025
Q1 | $1.25M | Buy |
5,022
+9
| +0.2% | +$2.24K | 0.02% | 278 |
|
|
2024
Q4 | $1.1M | Buy |
5,013
+362
| +8% | +$79.6K | 0.02% | 290 |
|
|
2024
Q3 | $1.03M | Buy |
4,651
+297
| +7% | +$65.7K | 0.02% | 296 |
|
|
2024
Q2 | $753K | Buy |
4,354
+545
| +14% | +$94.3K | 0.01% | 326 |
|
|
2024
Q1 | $727K | Buy |
3,809
+69
| +2% | +$13.2K | 0.01% | 318 |
|
|
2023
Q4 | $612K | Sell |
3,740
-96
| -3% | -$15.7K | 0.01% | 318 |
|
|
2023
Q3 | $538K | Buy |
3,836
+152
| +4% | +$21.3K | 0.01% | 314 |
|
|
2023
Q2 | $493K | Buy |
3,684
+83
| +2% | +$11.1K | 0.01% | 334 |
|
|
2023
Q1 | $472K | Buy |
3,601
+485
| +16% | +$63.6K | 0.01% | 328 |
|
|
2022
Q4 | $439K | Buy |
3,116
+503
| +19% | +$70.9K | 0.01% | 325 |
|
|
2022
Q3 | $310K | Sell |
2,613
-1,866
| -42% | -$221K | 0.01% | 343 |
|
|
2022
Q2 | $632K | Buy |
4,479
+35
| +0.8% | +$4.94K | 0.01% | 258 |
|
|
2022
Q1 | $578K | Sell |
4,444
-201
| -4% | -$26.1K | 0.01% | 284 |
|
|
2021
Q4 | $621K | Sell |
4,645
-460
| -9% | -$61.5K | 0.01% | 258 |
|
|
2021
Q3 | $709K | Sell |
5,105
-389
| -7% | -$54K | 0.01% | 236 |
|
|
2021
Q2 | $805K | Buy |
5,494
+85
| +2% | +$12.5K | 0.01% | 217 |
|
|
2021
Q1 | $721K | Buy |
5,409
+80
| +2% | +$10.7K | 0.01% | 222 |
|
|
2020
Q4 | $671K | Buy |
5,329
+2,957
| +125% | +$372K | 0.01% | 215 |
|
|
2020
Q3 | $289K | Sell |
2,372
-43
| -2% | -$5.24K | 0.01% | 236 |
|
|
2020
Q2 | $292K | Sell |
2,415
-400
| -14% | -$48.4K | 0.01% | 217 |
|
|
2020
Q1 | $312K | Sell |
2,815
-6
| -0.2% | -$665 | 0.01% | 173 |
|
|
2019
Q4 | $378K | Sell |
2,821
-1,331
| -32% | -$178K | 0.01% | 164 |
|
|
2019
Q3 | $604K | Sell |
4,152
-105
| -2% | -$15.3K | 0.01% | 140 |
|
|
2019
Q2 | $587K | Sell |
4,257
-35
| -0.8% | -$4.83K | 0.01% | 133 |
|
|
2019
Q1 | $606K | Sell |
4,292
-25
| -0.6% | -$3.53K | 0.01% | 124 |
|
|
2018
Q4 | $491K | Sell |
4,317
-16
| -0.4% | -$1.82K | 0.01% | 130 |
|
|
2018
Q3 | $655K | Sell |
4,333
-257
| -6% | -$38.9K | 0.01% | 108 |
|
|
2018
Q2 | $641K | Sell |
4,590
-241
| -5% | -$33.7K | 0.01% | 108 |
|
|
2018
Q1 | $741K | Sell |
4,831
-300
| -6% | -$46K | 0.02% | 93 |
|
|
2017
Q4 | $787K | Buy |
+5,131
| New | +$787K | 0.02% | 87 |
|
|
2015
Q3 | – | Sell |
-1,518
| Closed | -$247K | – | 63 |
|
|
2015
Q2 | $247K | Sell |
1,518
-200
| -12% | -$32.5K | 0.01% | 55 |
|
|
2015
Q1 | $276K | Hold |
1,718
| – | – | 0.01% | 50 |
|
|
2014
Q4 | $276K | Hold |
1,718
| – | – | 0.01% | 50 |
|
|
2014
Q3 | $326K | Hold |
1,718
| – | – | 0.01% | 45 |
|
|
2014
Q2 | $311K | Hold |
1,718
| – | – | 0.01% | 46 |
|
|
2014
Q1 | $331K | Hold |
1,718
| – | – | 0.01% | 45 |
|
|
2013
Q4 | $322K | Buy |
1,718
+269
| +19% | +$50.4K | 0.01% | 50 |
|
|
2013
Q3 | $268K | Hold |
1,449
| – | – | 0.01% | 44 |
|
|
2013
Q2 | $277K | Buy |
+1,449
| New | +$277K | 0.01% | 42 |
|