VIA
Virtus Investment Advisers’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,899
| Closed | -$745K | – | 357 |
|
|
2024
Q1 | $745K | Sell |
3,899
-254
| -6% | -$48.5K | 0.53% | 50 |
|
|
2023
Q4 | $679K | Buy |
4,153
+1,520
| +58% | +$249K | 0.51% | 48 |
|
|
2023
Q3 | $369K | Sell |
2,633
-307
| -10% | -$43.1K | 0.25% | 106 |
|
|
2023
Q2 | $393K | Hold |
2,940
| – | – | 0.27% | 107 |
|
|
2023
Q1 | $385K | Buy |
+2,940
| New | +$385K | 0.27% | 113 |
|
|
2018
Q1 | – | Sell |
-7,780
| Closed | -$1.19M | – | 215 |
|
|
2017
Q4 | $1.19M | Sell |
7,780
-874
| -10% | -$134K | 0.13% | 194 |
|
|
2017
Q3 | $1.26M | Sell |
8,654
-1,272
| -13% | -$185K | 0.13% | 192 |
|
|
2017
Q2 | $1.53M | Sell |
9,926
-1,691
| -15% | -$260K | 0.15% | 179 |
|
|
2017
Q1 | $2.02M | Buy |
11,617
+4,839
| +71% | +$843K | 0.18% | 163 |
|
|
2016
Q4 | $1.13M | Buy |
6,778
+2,890
| +74% | +$480K | 0.09% | 264 |
|
|
2016
Q3 | $618K | Buy |
+3,888
| New | +$618K | 0.04% | 328 |
|