Vantage Financial Partners (Illinois)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,580
| Closed | -$1.08M | – | 110 |
|
|
2023
Q4 | $1.08M | Buy |
6,580
+175
| +3% | +$28.6K | 0.33% | 53 |
|
|
2023
Q3 | $899K | Sell |
6,405
-750
| -10% | -$105K | 0.52% | 39 |
|
|
2023
Q2 | $957K | Hold |
7,155
| – | – | 0.53% | 38 |
|
|
2023
Q1 | $938K | Sell |
7,155
-1,675
| -19% | -$220K | 0.55% | 40 |
|
|
2022
Q4 | $1.24M | Hold |
8,830
| – | – | 0.72% | 38 |
|
|
2022
Q3 | $1.05M | Hold |
8,830
| – | – | 0.68% | 32 |
|
|
2022
Q2 | $1.25M | Buy |
8,830
+975
| +12% | +$138K | 0.74% | 29 |
|
|
2022
Q1 | $1.02M | Buy |
7,855
+550
| +8% | +$71.5K | 0.53% | 39 |
|
|
2021
Q4 | $976K | Sell |
7,305
-3,056
| -29% | -$408K | 0.49% | 38 |
|
|
2021
Q3 | $1.38M | Sell |
10,361
-523
| -5% | -$69.5K | 0.73% | 26 |
|
|
2021
Q2 | $1.53M | Hold |
10,884
| – | – | 0.85% | 21 |
|
|
2021
Q1 | $1.39M | Hold |
10,884
| – | – | 0.78% | 24 |
|
|
2020
Q4 | $1.31M | Sell |
10,884
-1,103
| -9% | -$133K | 0.76% | 26 |
|
|
2020
Q3 | $1.39M | Hold |
11,987
| – | – | 0.85% | 25 |
|
|
2020
Q2 | $1.38M | Hold |
11,987
| – | – | 0.87% | 19 |
|
|
2020
Q1 | $1.27M | Buy |
11,987
+157
| +1% | +$16.6K | 0.92% | 17 |
|
|
2019
Q4 | $1.52M | Buy |
11,830
+889
| +8% | +$114K | 0.89% | 19 |
|
|
2019
Q3 | $1.52M | Buy |
10,941
+2,667
| +32% | +$371K | 1.01% | 17 |
|
|
2019
Q2 | $1.09M | Buy |
8,274
+314
| +4% | +$41.4K | 0.7% | 23 |
|
|
2019
Q1 | $1.07M | Buy |
7,960
+10
| +0.1% | +$1.35K | 0.71% | 22 |
|
|
2018
Q4 | $864K | Sell |
7,950
-795
| -9% | -$86.4K | 0.63% | 26 |
|
|
2018
Q3 | $1.26M | Hold |
8,745
| – | – | 0.81% | 23 |
|
|
2018
Q2 | $1.17M | Buy |
8,745
+837
| +11% | +$112K | 0.77% | 24 |
|
|
2018
Q1 | $1.16M | Buy |
7,908
+5,962
| +306% | +$875K | 0.79% | 18 |
|
|
2017
Q4 | $288K | Buy |
+1,946
| New | +$288K | 0.19% | 64 |
|