Virtue Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
3,537
-1,124
| -24% | -$331K | 0.19% | 86 |
|
|
2025
Q1 | $1.16M | Buy |
4,661
+2,896
| +164% | +$722K | 0.14% | 124 |
|
|
2024
Q4 | $388K | Sell |
1,765
-1,102
| -38% | -$242K | 0.08% | 174 |
|
|
2024
Q3 | $634K | Sell |
2,867
-190
| -6% | -$42K | 0.13% | 133 |
|
|
2024
Q2 | $563K | Sell |
3,057
-927
| -23% | -$171K | 0.1% | 186 |
|
|
2024
Q1 | $735K | Buy |
3,984
+1,146
| +40% | +$212K | 0.13% | 145 |
|
|
2023
Q4 | $452K | Sell |
2,838
-724
| -20% | -$115K | 0.09% | 217 |
|
|
2023
Q3 | $478K | Hold |
3,562
| – | – | 0.08% | 223 |
|
|
2023
Q2 | $478K | Sell |
3,562
-43
| -1% | -$5.77K | 0.08% | 223 |
|
|
2023
Q1 | $454K | Sell |
3,605
-642
| -15% | -$80.8K | 0.07% | 238 |
|
|
2022
Q4 | $598K | Buy |
4,247
+2,551
| +150% | +$359K | 0.09% | 167 |
|
|
2022
Q3 | $202K | Sell |
1,696
-637
| -27% | -$75.9K | 0.03% | 245 |
|
|
2022
Q2 | $329K | Sell |
2,333
-254
| -10% | -$35.8K | 0.05% | 174 |
|
|
2022
Q1 | $336K | Hold |
2,587
| – | – | 0.05% | 319 |
|
|
2021
Q4 | $346K | Sell |
2,587
-74
| -3% | -$9.9K | 0.05% | 324 |
|
|
2021
Q3 | $353K | Buy |
+2,661
| New | +$353K | 0.06% | 289 |
|
|
2021
Q1 | – | Sell |
-2,543
| Closed | -$306K | – | 295 |
|
|
2020
Q4 | $306K | Sell |
2,543
-1,393
| -35% | -$168K | 0.08% | 231 |
|
|
2020
Q3 | $458K | Sell |
3,936
-2,462
| -38% | -$286K | 0.11% | 203 |
|
|
2020
Q2 | $739K | Buy |
+6,398
| New | +$739K | 0.17% | 156 |
|
|
2020
Q1 | – | Sell |
-4,181
| Closed | -$536K | – | 114 |
|
|
2019
Q4 | $536K | Sell |
4,181
-935
| -18% | -$120K | 0.15% | 133 |
|
|
2019
Q3 | $711K | Buy |
5,116
+836
| +20% | +$116K | 0.23% | 123 |
|
|
2019
Q2 | $564K | Buy |
4,280
+2,269
| +113% | +$299K | 0.21% | 127 |
|
|
2019
Q1 | $271K | Sell |
2,011
-952
| -32% | -$128K | 0.1% | 83 |
|
|
2018
Q4 | $322K | Sell |
2,963
-10,070
| -77% | -$1.09M | 0.15% | 57 |
|
|
2018
Q3 | $1.88M | Buy |
13,033
+6,865
| +111% | +$992K | 0.4% | 70 |
|
|
2018
Q2 | $824K | Buy |
6,168
+683
| +12% | +$91.2K | 0.4% | 70 |
|
|
2018
Q1 | $765K | Buy |
5,485
+677
| +14% | +$94.4K | 0.4% | 75 |
|
|
2017
Q4 | $705K | Buy |
+4,808
| New | +$705K | 0.4% | 54 |
|