VPP
Vertex Planning Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Sell |
1,365
-48
| -3% | -$14.1K | 0.08% | 122 |
|
|
2025
Q1 | $351K | Buy |
1,413
+50
| +4% | +$12.4K | 0.08% | 130 |
|
|
2024
Q4 | $300K | Buy |
1,363
+17
| +1% | +$3.74K | 0.07% | 147 |
|
|
2024
Q3 | $298K | Buy |
1,346
+47
| +4% | +$10.4K | 0.07% | 131 |
|
|
2024
Q2 | $225K | Sell |
1,299
-83
| -6% | -$14.4K | 0.06% | 143 |
|
|
2024
Q1 | $264K | Sell |
1,382
-188
| -12% | -$35.9K | 0.07% | 134 |
|
|
2023
Q4 | $257K | Buy |
+1,570
| New | +$257K | 0.08% | 132 |
|