Vantage Financial Partners (Wisconsin)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Buy |
1,667
+10
| +0.6% | +$2.95K | 0.11% | 116 |
|
|
2025
Q1 | $412K | Buy |
1,657
+10
| +0.6% | +$2.49K | 0.1% | 113 |
|
|
2024
Q4 | $362K | Sell |
1,647
-15
| -0.9% | -$3.3K | 0.09% | 121 |
|
|
2024
Q3 | $367K | Buy |
1,662
+92
| +6% | +$20.3K | 0.09% | 122 |
|
|
2024
Q2 | $271K | Buy |
1,570
+16
| +1% | +$2.77K | 0.07% | 121 |
|
|
2024
Q1 | $297K | Buy |
1,554
+162
| +12% | +$30.9K | 0.08% | 110 |
|
|
2023
Q4 | $228K | Buy |
+1,392
| New | +$228K | 0.07% | 114 |
|