VFP
Verus Financial Partners’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
6,483
-132
| -2% | -$38.3K | 0.19% | 31 |
|
|
2025
Q1 | $1.59M | Buy |
6,615
+2,350
| +55% | +$566K | 0.18% | 31 |
|
|
2024
Q4 | $937K | Buy |
4,265
+900
| +27% | +$198K | 0.11% | 40 |
|
|
2024
Q3 | $738K | Buy |
3,365
+8
| +0.2% | +$1.76K | 0.08% | 45 |
|
|
2024
Q2 | $581K | Hold |
3,357
| – | – | 0.07% | 48 |
|
|
2024
Q1 | $641K | Hold |
3,357
| – | – | 0.08% | 48 |
|
|
2023
Q4 | $629K | Buy |
+3,357
| New | +$629K | 0.08% | 49 |
|
|
2023
Q2 | – | Sell |
-1,755
| Closed | -$215K | – | 106 |
|
|
2023
Q1 | $215K | Buy |
1,755
+4
| +0.2% | +$490 | 0.03% | 95 |
|
|
2022
Q4 | $236K | Sell |
1,751
-391
| -18% | -$52.7K | 0.03% | 88 |
|
|
2022
Q3 | $263K | Buy |
2,142
+106
| +5% | +$13K | 0.04% | 81 |
|
|
2022
Q2 | $259K | Buy |
2,036
+139
| +7% | +$17.7K | 0.04% | 80 |
|
|
2022
Q1 | $239K | Buy |
1,897
+2
| +0.1% | +$252 | 0.03% | 83 |
|
|
2021
Q4 | $253K | Sell |
1,895
-29
| -2% | -$3.87K | 0.03% | 82 |
|
|
2021
Q3 | $274K | Buy |
1,924
+31
| +2% | +$4.42K | 0.04% | 78 |
|
|
2021
Q2 | $265K | Buy |
1,893
+1
| +0.1% | +$140 | 0.04% | 79 |
|
|
2021
Q1 | $255K | Sell |
1,892
-534
| -22% | -$72K | 0.04% | 74 |
|
|
2020
Q4 | $305K | Sell |
2,426
-748
| -24% | -$94K | 0.05% | 65 |
|
|
2020
Q3 | $386K | Buy |
3,174
+1,359
| +75% | +$165K | 0.14% | 99 |
|
|
2020
Q2 | $219K | Buy |
1,815
+1
| +0.1% | +$121 | 0.05% | 70 |
|
|
2020
Q1 | $201K | Buy |
1,814
+1
| +0.1% | +$111 | 0.06% | 64 |
|
|
2019
Q4 | $243K | Buy |
1,813
+433
| +31% | +$58K | 0.07% | 64 |
|
|
2019
Q3 | $201K | Sell |
1,380
-74
| -5% | -$10.8K | 0.07% | 63 |
|
|
2019
Q2 | $200K | Sell |
1,454
-132
| -8% | -$18.2K | 0.07% | 56 |
|
|
2019
Q1 | $224K | Buy |
+1,586
| New | +$224K | 0.08% | 48 |
|
|
2018
Q3 | – | Sell |
-1,449
| Closed | -$202K | – | 53 |
|
|
2018
Q2 | $202K | Buy |
1,449
+1
| +0.1% | +$139 | 0.08% | 47 |
|
|
2018
Q1 | $222K | Sell |
1,448
-32
| -2% | -$4.91K | 0.08% | 48 |
|
|
2017
Q4 | $227K | Sell |
1,480
-1,344
| -48% | -$206K | 0.08% | 48 |
|
|
2017
Q3 | $410K | Hold |
2,824
| – | – | 0.16% | 30 |
|
|
2017
Q2 | $434K | Buy |
2,824
+1
| +0% | +$154 | 0.18% | 25 |
|
|
2017
Q1 | $492K | Buy |
2,823
+1
| +0% | +$174 | 0.2% | 22 |
|
|
2016
Q4 | $468K | Sell |
2,822
-219
| -7% | -$36.3K | 0.2% | 23 |
|
|
2016
Q3 | $483K | Buy |
3,041
+1
| +0% | +$159 | 0.21% | 23 |
|
|
2016
Q2 | $461K | Hold |
3,040
| – | – | 0.21% | 24 |
|
|
2016
Q1 | $460K | Sell |
3,040
-565
| -16% | -$85.5K | 0.21% | 24 |
|
|
2015
Q4 | $496K | Buy |
3,605
+76
| +2% | +$10.5K | 0.23% | 24 |
|
|
2015
Q3 | $512K | Buy |
+3,529
| New | +$512K | 0.27% | 20 |
|
|
2014
Q4 | – | Sell |
-1,164
| Closed | -$221K | – | 45 |
|
|
2014
Q3 | $221K | Hold |
1,164
| – | – | 0.12% | 41 |
|
|
2014
Q2 | $211K | Buy |
1,164
+1
| +0.1% | +$181 | 0.12% | 42 |
|
|
2014
Q1 | $224K | Buy |
1,163
+76
| +7% | +$14.6K | 0.12% | 40 |
|
|
2013
Q4 | $204K | Buy |
1,087
+1
| +0.1% | +$188 | 0.11% | 42 |
|
|
2013
Q3 | $201K | Buy |
1,086
+10
| +0.9% | +$1.85K | 0.11% | 37 |
|
|
2013
Q2 | $206K | Buy |
+1,076
| New | +$206K | 0.12% | 40 |
|