Vestor Capital’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Buy |
1,704
+543
| +47% | +$140K | 0.03% | 110 |
|
|
2025
Q1 | $289K | Buy |
1,161
+17
| +1% | +$4.23K | 0.02% | 116 |
|
|
2024
Q4 | $251K | Buy |
1,144
+4
| +0.4% | +$878 | 0.02% | 142 |
|
|
2024
Q3 | $252K | Hold |
1,140
| – | – | 0.02% | 115 |
|
|
2024
Q2 | $197K | Sell |
1,140
-350
| -23% | -$60.5K | 0.02% | 127 |
|
|
2024
Q1 | $285K | Hold |
1,490
| – | – | 0.02% | 117 |
|
|
2023
Q4 | $244K | Hold |
1,490
| – | – | 0.02% | 112 |
|
|
2023
Q3 | $209K | Buy |
1,490
+466
| +46% | +$65.4K | 0.02% | 126 |
|
|
2023
Q2 | $137K | Hold |
1,024
| – | – | 0.01% | 150 |
|
|
2023
Q1 | $134K | Sell |
1,024
-5
| -0.5% | -$654 | 0.02% | 156 |
|
|
2022
Q4 | $145K | Buy |
1,029
+29
| +3% | +$4.09K | 0.02% | 150 |
|
|
2022
Q3 | $119K | Hold |
1,000
| – | – | 0.02% | 139 |
|
|
2022
Q2 | $141K | Hold |
1,000
| – | – | 0.02% | 124 |
|
|
2022
Q1 | $130K | Hold |
1,000
| – | – | 0.01% | 134 |
|
|
2021
Q4 | $134K | Sell |
1,000
-46
| -4% | -$6.16K | 0.01% | 138 |
|
|
2021
Q3 | $139K | Hold |
1,046
| – | – | 0.01% | 135 |
|
|
2021
Q2 | $147K | Hold |
1,046
| – | – | 0.02% | 121 |
|
|
2021
Q1 | $133K | Sell |
1,046
-1,114
| -52% | -$142K | 0.02% | 125 |
|
|
2020
Q4 | $260K | Hold |
2,160
| – | – | 0.03% | 91 |
|
|
2020
Q3 | $251K | Buy |
+2,160
| New | +$251K | 0.04% | 80 |
|
|
2020
Q1 | $116K | Hold |
1,098
| – | – | 0.02% | 97 |
|
|
2019
Q4 | $141K | Sell |
1,098
-37
| -3% | -$4.75K | 0.02% | 104 |
|
|
2019
Q3 | $158K | Sell |
1,135
-52
| -4% | -$7.24K | 0.03% | 87 |
|
|
2019
Q2 | $157K | Sell |
1,187
-2,220
| -65% | -$294K | 0.03% | 77 |
|
|
2019
Q1 | $460K | Sell |
3,407
-376
| -10% | -$50.8K | 0.08% | 68 |
|
|
2018
Q4 | $411K | Sell |
3,783
-10,087
| -73% | -$1.1M | 0.09% | 66 |
|
|
2018
Q3 | $2.01M | Sell |
13,870
-53
| -0.4% | -$7.66K | 0.39% | 65 |
|
|
2018
Q2 | $1.86M | Sell |
13,923
-2,150
| -13% | -$287K | 0.38% | 65 |
|
|
2018
Q1 | $2.36M | Sell |
16,073
-1,611
| -9% | -$236K | 0.49% | 58 |
|
|
2017
Q4 | $2.59M | Sell |
17,684
-24,942
| -59% | -$3.66M | 0.56% | 52 |
|
|
2017
Q3 | $5.91M | Buy |
42,626
+6,992
| +20% | +$970K | 1.33% | 33 |
|
|
2017
Q2 | $5.24M | Buy |
35,634
+167
| +0.5% | +$24.6K | 1.27% | 35 |
|
|
2017
Q1 | $5.91M | Buy |
35,467
+33,666
| +1,869% | +$5.61M | 1.28% | 33 |
|
|
2016
Q4 | $286K | Hold |
1,801
| – | – | 0.08% | 65 |
|
|
2016
Q3 | $274K | Hold |
1,801
| – | – | 0.07% | 66 |
|
|
2016
Q2 | $261K | Buy |
1,801
+52
| +3% | +$7.54K | 0.07% | 64 |
|
|
2016
Q1 | $253K | Sell |
1,749
-424
| -20% | -$61.3K | 0.07% | 64 |
|
|
2015
Q4 | $286K | Sell |
2,173
-77
| -3% | -$10.1K | 0.08% | 64 |
|
|
2015
Q3 | $312K | Sell |
2,250
-163
| -7% | -$22.6K | 0.1% | 64 |
|
|
2015
Q2 | $375K | Sell |
2,413
-242
| -9% | -$37.6K | 0.11% | 59 |
|
|
2015
Q1 | $407K | Buy |
2,655
+103
| +4% | +$15.8K | 0.14% | 52 |
|
|
2014
Q4 | $391K | Sell |
2,552
-35,956
| -93% | -$5.51M | 0.11% | 62 |
|
|
2014
Q3 | $6.99M | Sell |
38,508
-618
| -2% | -$112K | 2.32% | 14 |
|
|
2014
Q2 | $6.78M | Buy |
39,126
+1,040
| +3% | +$180K | 2.29% | 15 |
|
|
2014
Q1 | $7.01M | Buy |
38,086
+789
| +2% | +$145K | 2.49% | 13 |
|
|
2013
Q4 | $6.69M | Sell |
37,297
-385
| -1% | -$69K | 2.42% | 12 |
|
|
2013
Q3 | $6.67M | Buy |
37,682
+1,301
| +4% | +$230K | 2.7% | 6 |
|
|
2013
Q2 | $6.65M | Buy |
+36,381
| New | +$6.65M | 2.87% | 7 |
|