Visionary Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Buy |
3,151
+481
| +18% | +$142K | 0.05% | 281 |
|
|
2025
Q1 | $664K | Buy |
2,670
+103
| +4% | +$25.6K | 0.04% | 306 |
|
|
2024
Q4 | $564K | Sell |
2,567
-93
| -3% | -$20.4K | 0.03% | 334 |
|
|
2024
Q3 | $588K | Buy |
2,660
+126
| +5% | +$27.9K | 0.04% | 326 |
|
|
2024
Q2 | $438K | Sell |
2,534
-90
| -3% | -$15.6K | 0.03% | 350 |
|
|
2024
Q1 | $501K | Buy |
2,624
+97
| +4% | +$18.5K | 0.03% | 321 |
|
|
2023
Q4 | $413K | Sell |
2,527
-149
| -6% | -$24.4K | 0.03% | 345 |
|
|
2023
Q3 | $375K | Sell |
2,676
-48
| -2% | -$6.74K | 0.03% | 337 |
|
|
2023
Q2 | $364K | Sell |
2,724
-44
| -2% | -$5.89K | 0.03% | 338 |
|
|
2023
Q1 | $363K | Sell |
2,768
-146
| -5% | -$19.1K | 0.03% | 325 |
|
|
2022
Q4 | $411K | Buy |
2,914
+10
| +0.3% | +$1.41K | 0.04% | 266 |
|
|
2022
Q3 | $345K | Sell |
2,904
-3,820
| -57% | -$454K | 0.04% | 271 |
|
|
2022
Q2 | $949K | Buy |
6,724
+3,438
| +105% | +$485K | 0.09% | 174 |
|
|
2022
Q1 | $427K | Buy |
3,286
+1,329
| +68% | +$173K | 0.03% | 275 |
|
|
2021
Q4 | $262K | Buy |
+1,957
| New | +$262K | 0.02% | 319 |
|