Venture Visionary Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.81M | Buy |
11,582
+28
| +0.2% | +$7.58K | 0.09% | 180 |
|
|
2025
Q4 | $3.64M | Buy |
11,554
+101
| +0.9% | +$30.2K | 0.12% | 158 |
|
|
2025
Q3 | $3.23M | Sell |
11,453
-160
| -1% | -$41.9K | 0.11% | 161 |
|
|
2025
Q2 | $3.42M | Sell |
11,613
-1,659
| -13% | -$427K | 0.13% | 148 |
|
|
2025
Q1 | $3.3M | Sell |
13,272
-5,597
| -30% | -$1.37M | 0.14% | 145 |
|
|
2024
Q4 | $4.15M | Buy |
18,869
+1,567
| +9% | +$349K | 0.18% | 130 |
|
|
2024
Q3 | $3.83M | Sell |
17,302
-4,281
| -20% | -$839K | 0.17% | 129 |
|
|
2024
Q2 | $3.73M | Sell |
21,583
-331
| -2% | -$57.5K | 0.17% | 133 |
|
|
2024
Q1 | $4.18M | Buy |
21,914
+867
| +4% | +$158K | 0.2% | 119 |
|
|
2023
Q4 | $3.44M | Sell |
21,047
-1,910
| -8% | -$289K | 0.18% | 128 |
|
|
2023
Q3 | $3.22M | Buy |
22,957
+371
| +2% | +$52.8K | 0.19% | 123 |
|
|
2023
Q2 | $3.02M | Buy |
22,586
+1,213
| +6% | +$157K | 0.18% | 129 |
|
|
2023
Q1 | $2.8M | Buy |
21,373
+3,117
| +17% | +$417K | 0.18% | 125 |
|
|
2022
Q4 | $2.57M | Buy |
18,256
+1,213
| +7% | +$167K | 0.19% | 114 |
|
|
2022
Q3 | $2.02M | Buy |
17,043
+1,554
| +10% | +$204K | 0.16% | 121 |
|
|
2022
Q2 | $2.19M | Buy |
15,489
+1,520
| +11% | +$205K | 0.17% | 113 |
|
|
2022
Q1 | $1.82M | Sell |
13,969
-13
| -0.1% | -$1.7K | 0.12% | 151 |
|
|
2021
Q4 | $1.87M | Sell |
13,982
-308
| -2% | -$38.6K | 0.12% | 147 |
|
|
2021
Q3 | $1.87M | Sell |
14,290
-227
| -2% | -$30.3K | 0.13% | 139 |
|
|
2021
Q2 | $2.03M | Buy |
14,517
+1,237
| +9% | +$169K | 0.16% | 123 |
|
|
2021
Q1 | $1.69M | Buy |
13,280
+2,948
| +29% | +$353K | 0.14% | 132 |
|
|
2020
Q4 | $1.24M | Buy |
10,332
+6,578
| +175% | +$760K | 0.14% | 128 |
|
|
2020
Q3 | $436K | Buy |
3,754
+368
| +11% | +$43.3K | 0.11% | 114 |
|
|
2020
Q2 | $390K | Buy |
3,386
+1,436
| +74% | +$167K | 0.11% | 109 |
|
|
2020
Q1 | $206K | Buy |
+1,950
| New | +$247K | 0.08% | 138 |
|
Other funds holding IBM
VCM
VPM
