Vanguard Capital Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Hold |
960
| – | – | 0.28% | 75 |
|
|
2025
Q1 | $239K | Buy |
960
+50
| +5% | +$12.4K | 0.29% | 84 |
|
|
2024
Q4 | $200K | Hold |
910
| – | – | 0.22% | 98 |
|
|
2024
Q3 | $201K | Sell |
910
-978
| -52% | -$216K | 0.21% | 99 |
|
|
2024
Q2 | $327K | Buy |
1,888
+9
| +0.5% | +$1.56K | 0.22% | 92 |
|
|
2024
Q1 | $359K | Buy |
1,879
+9
| +0.5% | +$1.72K | 0.25% | 80 |
|
|
2023
Q4 | $306K | Sell |
1,870
-91
| -5% | -$14.9K | 0.25% | 87 |
|
|
2023
Q3 | $275K | Buy |
1,961
+11
| +0.6% | +$1.54K | 0.25% | 81 |
|
|
2023
Q2 | $261K | Sell |
1,950
-89
| -4% | -$11.9K | 0.24% | 92 |
|
|
2023
Q1 | $267K | Buy |
2,039
+12
| +0.6% | +$1.57K | 0.27% | 87 |
|
|
2022
Q4 | $286K | Buy |
2,027
+10
| +0.5% | +$1.41K | 0.33% | 77 |
|
|
2022
Q3 | $240K | Buy |
2,017
+32
| +2% | +$3.81K | 0.29% | 80 |
|
|
2022
Q2 | $280K | Sell |
1,985
-590
| -23% | -$83.2K | 0.32% | 80 |
|
|
2022
Q1 | $334K | Buy |
2,575
+312
| +14% | +$40.5K | 0.24% | 97 |
|
|
2021
Q4 | $302K | Buy |
2,263
+525
| +30% | +$70.1K | 0.22% | 95 |
|
|
2021
Q3 | $231 | Buy |
1,738
+10
| +0.6% | +$1 | 0.15% | 122 |
|
|
2021
Q2 | $242K | Buy |
1,728
+10
| +0.6% | +$1.4K | 0.18% | 120 |
|
|
2021
Q1 | $222K | Buy |
+1,718
| New | +$222K | 0.19% | 113 |
|