VBFG
Vishria Bird Financial Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Hold |
1,194
| – | – | 0.12% | 74 |
|
|
2025
Q1 | $297K | Hold |
1,194
| – | – | 0.1% | 73 |
|
|
2024
Q4 | $262K | Hold |
1,194
| – | – | 0.09% | 75 |
|
|
2024
Q3 | $264K | Hold |
1,194
| – | – | 0.1% | 75 |
|
|
2024
Q2 | $207K | Hold |
1,194
| – | – | 0.09% | 61 |
|
|
2024
Q1 | $228K | Buy |
+1,194
| New | +$228K | 0.1% | 62 |
|
|
2022
Q1 | – | Sell |
-1,769
| Closed | -$236K | – | 65 |
|
|
2021
Q4 | $236K | Hold |
1,769
| – | – | 0.11% | 61 |
|
|
2021
Q3 | $246K | Buy |
+1,769
| New | +$246K | 0.13% | 54 |
|