Verity & Verity’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3M | Sell |
65,593
-5,695
| -8% | -$1.68M | 1.66% | 19 |
|
|
2025
Q1 | $17.7M | Sell |
71,288
-36,669
| -34% | -$9.12M | 1.56% | 29 |
|
|
2024
Q4 | $23.7M | Buy |
107,957
+5,090
| +5% | +$1.12M | 2.17% | 13 |
|
|
2024
Q3 | $22.7M | Buy |
102,867
+793
| +0.8% | +$175K | 2.23% | 12 |
|
|
2024
Q2 | $17.7M | Buy |
102,074
+2,642
| +3% | +$457K | 1.92% | 15 |
|
|
2024
Q1 | $19M | Sell |
99,432
-28,795
| -22% | -$5.5M | 2.11% | 13 |
|
|
2023
Q4 | $21M | Sell |
128,227
-38,151
| -23% | -$6.24M | 2.4% | 9 |
|
|
2023
Q3 | $23.3M | Buy |
166,378
+984
| +0.6% | +$138K | 2.92% | 7 |
|
|
2023
Q2 | $22.1M | Buy |
165,394
+10,499
| +7% | +$1.4M | 2.71% | 9 |
|
|
2023
Q1 | $20.3M | Buy |
154,895
+15,712
| +11% | +$2.06M | 2.59% | 10 |
|
|
2022
Q4 | $19.6M | Buy |
139,183
+3,372
| +2% | +$475K | 2.56% | 8 |
|
|
2022
Q3 | $16.1M | Buy |
135,811
+2,782
| +2% | +$331K | 2.6% | 8 |
|
|
2022
Q2 | $18.8M | Buy |
133,029
+364
| +0.3% | +$51.4K | 2.88% | 4 |
|
|
2022
Q1 | $17.2M | Buy |
132,665
+16,171
| +14% | +$2.1M | 2.39% | 10 |
|
|
2021
Q4 | $15.6M | Sell |
116,494
-903
| -0.8% | -$121K | 2.22% | 11 |
|
|
2021
Q3 | $14.3M | Buy |
117,397
+411
| +0.4% | +$50K | 2.14% | 12 |
|
|
2021
Q2 | $16.4M | Sell |
116,986
-101
| -0.1% | -$14.2K | 2.59% | 5 |
|
|
2021
Q1 | $16M | Buy |
117,087
+10,506
| +10% | +$1.44M | 2.59% | 6 |
|
|
2020
Q4 | $13.1M | Buy |
106,581
+5,406
| +5% | +$665K | 2.48% | 6 |
|
|
2020
Q3 | $11.8M | Buy |
101,175
+1,781
| +2% | +$208K | 2.6% | 5 |
|
|
2020
Q2 | $11.3M | Buy |
99,394
+2,737
| +3% | +$312K | 2.7% | 5 |
|
|
2020
Q1 | $10.3M | Buy |
96,657
+11,424
| +13% | +$1.21M | 2.89% | 2 |
|
|
2019
Q4 | $10.9M | Buy |
85,233
+1,123
| +1% | +$144K | 2.12% | 11 |
|
|
2019
Q3 | $11.2M | Buy |
84,110
+2,168
| +3% | +$289K | 2.38% | 8 |
|
|
2019
Q2 | $10.8M | Buy |
81,942
+3,174
| +4% | +$418K | 2.35% | 6 |
|
|
2019
Q1 | $10.6M | Buy |
78,768
+6,365
| +9% | +$859K | 2.44% | 8 |
|
|
2018
Q4 | $7.87M | Buy |
72,403
+6,488
| +10% | +$705K | 2.11% | 15 |
|
|
2018
Q3 | $9.53M | Buy |
65,915
+4,767
| +8% | +$689K | 2.3% | 10 |
|
|
2018
Q2 | $8.17M | Buy |
61,148
+3,546
| +6% | +$474K | 2.12% | 16 |
|
|
2018
Q1 | $8.45M | Buy |
57,602
+603
| +1% | +$88.4K | 2.27% | 14 |
|
|
2017
Q4 | $8.36M | Buy |
56,999
+5,320
| +10% | +$780K | 2.25% | 14 |
|
|
2017
Q3 | $7.17M | Buy |
51,679
+1,975
| +4% | +$274K | 2.09% | 16 |
|
|
2017
Q2 | $7.31M | Buy |
49,704
+2,032
| +4% | +$299K | 2.24% | 12 |
|
|
2017
Q1 | $7.94M | Buy |
47,672
+1,733
| +4% | +$288K | 2.47% | 10 |
|
|
2016
Q4 | $7.29M | Buy |
45,939
+1,981
| +5% | +$314K | 2.53% | 8 |
|
|
2016
Q3 | $6.68M | Buy |
43,958
+1,684
| +4% | +$256K | 2.45% | 7 |
|
|
2016
Q2 | $6.13M | Buy |
42,274
+2,158
| +5% | +$313K | 2.36% | 8 |
|
|
2016
Q1 | $5.81M | Buy |
40,116
+10,237
| +34% | +$1.48M | 2.46% | 3 |
|
|
2015
Q4 | $3.93M | Buy |
29,879
+168
| +0.6% | +$22.1K | 1.78% | 24 |
|
|
2015
Q3 | $4.12M | Buy |
29,711
+1,121
| +4% | +$155K | 2.02% | 15 |
|
|
2015
Q2 | $4.45M | Buy |
28,590
+1,304
| +5% | +$203K | 2.15% | 11 |
|
|
2015
Q1 | $4.19M | Buy |
27,286
+3,528
| +15% | +$541K | 1.92% | 26 |
|
|
2014
Q4 | $3.64M | Buy |
23,758
+1,322
| +6% | +$203K | 1.73% | 32 |
|
|
2014
Q3 | $4.07M | Buy |
22,436
+150
| +0.7% | +$27.2K | 2.04% | 13 |
|
|
2014
Q2 | $3.86M | Buy |
22,286
+1,149
| +5% | +$199K | 1.98% | 22 |
|
|
2014
Q1 | $3.89M | Buy |
21,137
+2,333
| +12% | +$429K | 2.11% | 12 |
|
|
2013
Q4 | $3.37M | Buy |
18,804
+1,975
| +12% | +$354K | 1.86% | 22 |
|
|
2013
Q3 | $2.98M | Buy |
16,829
+1,138
| +7% | +$201K | 1.71% | 26 |
|
|
2013
Q2 | $2.87M | Buy |
+15,691
| New | +$2.87M | 1.75% | 25 |
|