VCS
Vaughan & Co Securities’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $953K | Buy |
3,234
+53
| +2% | +$15.6K | 0.55% | 18 |
|
|
2025
Q1 | $791K | Sell |
3,181
-962
| -23% | -$239K | 0.49% | 22 |
|
|
2024
Q4 | $911K | Sell |
4,143
-212
| -5% | -$46.6K | 0.55% | 19 |
|
|
2024
Q3 | $963K | Sell |
4,355
-95
| -2% | -$21K | 0.57% | 18 |
|
|
2024
Q2 | $770K | Sell |
4,450
-231
| -5% | -$40K | 0.49% | 22 |
|
|
2024
Q1 | $894K | Sell |
4,681
-598
| -11% | -$114K | 0.57% | 18 |
|
|
2023
Q4 | $863K | Sell |
5,279
-824
| -14% | -$135K | 0.58% | 20 |
|
|
2023
Q3 | $856K | Hold |
6,103
| – | – | 0.64% | 19 |
|
|
2023
Q2 | $817K | Sell |
6,103
-25
| -0.4% | -$3.35K | 0.58% | 21 |
|
|
2023
Q1 | $803K | Buy |
6,128
+17
| +0.3% | +$2.23K | 0.6% | 21 |
|
|
2022
Q4 | $861K | Sell |
6,111
-278
| -4% | -$39.2K | 0.69% | 18 |
|
|
2022
Q3 | $759K | Sell |
6,389
-128
| -2% | -$15.2K | 0.66% | 15 |
|
|
2022
Q2 | $920K | Sell |
6,517
-419
| -6% | -$59.2K | 0.74% | 15 |
|
|
2022
Q1 | $902K | Sell |
6,936
-205
| -3% | -$26.7K | 0.62% | 18 |
|
|
2021
Q4 | $954K | Buy |
7,141
+1,248
| +21% | +$167K | 0.65% | 13 |
|
|
2021
Q3 | $819K | Hold |
5,893
| – | – | 0.61% | 17 |
|
|
2021
Q2 | $864K | Hold |
5,893
| – | – | 0.64% | 14 |
|
|
2021
Q1 | $785K | Buy |
+5,893
| New | +$785K | 0.63% | 13 |
|
|
2020
Q2 | – | Sell |
-1,096
| Closed | -$122K | – | 91 |
|
|
2020
Q1 | $122K | Hold |
1,096
| – | – | 0.15% | 54 |
|
|
2019
Q4 | $147K | Buy |
+1,096
| New | +$147K | 0.13% | 57 |
|