VCA
Verdence Capital Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Sell |
18,811
-58
| -0.3% | -$17.1K | 0.38% | 60 |
|
|
2025
Q1 | $4.69M | Buy |
18,869
+110
| +0.6% | +$27.4K | 0.36% | 70 |
|
|
2024
Q4 | $4.12M | Sell |
18,759
-343
| -2% | -$75.4K | 0.33% | 72 |
|
|
2024
Q3 | $4.22M | Buy |
19,102
+241
| +1% | +$53.3K | 0.34% | 70 |
|
|
2024
Q2 | $3.26M | Sell |
18,861
-243
| -1% | -$42K | 0.29% | 85 |
|
|
2024
Q1 | $3.65M | Sell |
19,104
-1,938
| -9% | -$370K | 0.33% | 74 |
|
|
2023
Q4 | $3.44M | Buy |
21,042
+494
| +2% | +$80.8K | 0.33% | 75 |
|
|
2023
Q3 | $2.88M | Buy |
20,548
+4,238
| +26% | +$595K | 0.31% | 84 |
|
|
2023
Q2 | $2.18M | Sell |
16,310
-100
| -0.6% | -$13.4K | 0.25% | 104 |
|
|
2023
Q1 | $2.15M | Sell |
16,410
-126
| -0.8% | -$16.5K | 0.26% | 102 |
|
|
2022
Q4 | $2.33M | Sell |
16,536
-330
| -2% | -$46.5K | 0.29% | 88 |
|
|
2022
Q3 | $2M | Buy |
16,866
+448
| +3% | +$53.2K | 0.28% | 98 |
|
|
2022
Q2 | $2.32M | Buy |
16,418
+13
| +0.1% | +$1.84K | 0.3% | 94 |
|
|
2022
Q1 | $2.13M | Buy |
16,405
+513
| +3% | +$66.7K | 0.24% | 106 |
|
|
2021
Q4 | $2.12M | Sell |
15,892
-2,906
| -15% | -$388K | 0.25% | 98 |
|
|
2021
Q3 | $2.61M | Sell |
18,798
-1,422
| -7% | -$198K | 0.34% | 79 |
|
|
2021
Q2 | $2.96M | Buy |
20,220
+2,984
| +17% | +$437K | 0.41% | 64 |
|
|
2021
Q1 | $2.3M | Buy |
17,236
+203
| +1% | +$27.1K | 0.39% | 70 |
|
|
2020
Q4 | $2.14M | Sell |
17,033
-116
| -0.7% | -$14.6K | 0.41% | 64 |
|
|
2020
Q3 | $2.09M | Sell |
17,149
-537
| -3% | -$65.4K | 0.48% | 55 |
|
|
2020
Q2 | $2.14M | Buy |
17,686
+4,784
| +37% | +$578K | 0.53% | 50 |
|
|
2020
Q1 | $1.43M | Buy |
12,902
+239
| +2% | +$26.5K | 0.43% | 64 |
|
|
2019
Q4 | $1.7M | Buy |
12,663
+209
| +2% | +$28K | 0.42% | 70 |
|
|
2019
Q3 | $1.81M | Sell |
12,454
-497
| -4% | -$72.3K | 0.51% | 64 |
|
|
2019
Q2 | $1.79M | Sell |
12,951
-355
| -3% | -$49K | 0.51% | 62 |
|
|
2019
Q1 | $1.88M | Sell |
13,306
-450
| -3% | -$63.5K | 0.51% | 60 |
|
|
2018
Q4 | $1.56M | Sell |
13,756
-22,213
| -62% | -$2.53M | 0.44% | 65 |
|
|
2018
Q3 | $5.44M | Sell |
35,969
-1,933
| -5% | -$292K | 1.35% | 20 |
|
|
2018
Q2 | $5.3M | Sell |
37,902
-1,405
| -4% | -$196K | 1.29% | 20 |
|
|
2018
Q1 | $6.03M | Sell |
39,307
-2,025
| -5% | -$311K | 1.45% | 17 |
|
|
2017
Q4 | $6.34M | Buy |
+41,332
| New | +$6.34M | 1.51% | 19 |
|