VF
Vest Financial’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.3M | Sell |
268,947
-12,165
| -4% | -$3.59M | 1.12% | 7 |
|
|
2025
Q1 | $69.9M | Sell |
281,112
-7,863
| -3% | -$1.96M | 1.09% | 7 |
|
|
2024
Q4 | $63.5M | Sell |
288,975
-1,581
| -0.5% | -$348K | 1.12% | 7 |
|
|
2024
Q3 | $64.2M | Buy |
290,556
+27,089
| +10% | +$5.99M | 1.24% | 5 |
|
|
2024
Q2 | $45.6M | Buy |
263,467
+29,626
| +13% | +$5.12M | 1.09% | 22 |
|
|
2024
Q1 | $44.7M | Buy |
233,841
+29,545
| +14% | +$5.64M | 1.19% | 7 |
|
|
2023
Q4 | $33.4M | Buy |
204,296
+36,517
| +22% | +$5.97M | 1.25% | 11 |
|
|
2023
Q3 | $23.5M | Buy |
167,779
+70,276
| +72% | +$9.86M | 1.29% | 10 |
|
|
2023
Q2 | $12.9M | Buy |
97,503
+25,935
| +36% | +$3.44M | 1.2% | 22 |
|
|
2023
Q1 | $9.38M | Buy |
71,568
+2,690
| +4% | +$353K | 1.28% | 53 |
|
|
2022
Q4 | $1.55M | Sell |
68,878
-1,919
| -3% | -$43.1K | 0.24% | 65 |
|
|
2022
Q3 | $8.41M | Buy |
70,797
+2,530
| +4% | +$301K | 1.59% | 26 |
|
|
2022
Q2 | $9.64M | Buy |
68,267
+2,444
| +4% | +$345K | 1.75% | 6 |
|
|
2022
Q1 | $8.56M | Buy |
65,823
+10,182
| +18% | +$1.32M | 1.55% | 33 |
|
|
2021
Q4 | $7.44M | Buy |
55,641
+18,117
| +48% | +$2.42M | 1.62% | 20 |
|
|
2021
Q3 | $5.21M | Buy |
37,524
+9,091
| +32% | +$1.26M | 1.59% | 22 |
|
|
2021
Q2 | $4.17M | Buy |
28,433
+7,131
| +33% | +$1.05M | 1.58% | 18 |
|
|
2021
Q1 | $2.84M | Buy |
+21,302
| New | +$2.84M | 1.63% | 16 |
|