VAG
VisionPoint Advisory Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
4,913
+1,474
| +43% | +$435K | 0.32% | 91 |
|
|
2025
Q1 | $855K | Sell |
3,439
-493
| -13% | -$123K | 0.29% | 77 |
|
|
2024
Q4 | $865K | Sell |
3,932
-1,009
| -20% | -$222K | 0.3% | 89 |
|
|
2024
Q3 | $1.09M | Sell |
4,941
-173
| -3% | -$38.2K | 0.37% | 79 |
|
|
2024
Q2 | $884K | Sell |
5,114
-329
| -6% | -$56.9K | 0.31% | 81 |
|
|
2024
Q1 | $1.04M | Sell |
5,443
-247
| -4% | -$47.2K | 0.37% | 72 |
|
|
2023
Q4 | $931K | Buy |
5,690
+867
| +18% | +$142K | 0.34% | 68 |
|
|
2023
Q3 | $677K | Buy |
4,823
+436
| +10% | +$61.2K | 0.29% | 77 |
|
|
2023
Q2 | $587K | Buy |
4,387
+2,190
| +100% | +$293K | 0.24% | 83 |
|
|
2023
Q1 | $269K | Buy |
2,197
+62
| +3% | +$7.6K | 0.12% | 128 |
|
|
2022
Q4 | $293K | Sell |
2,135
-55
| -3% | -$7.55K | 0.12% | 104 |
|
|
2022
Q3 | $260K | Buy |
2,190
+190
| +10% | +$22.6K | 0.13% | 74 |
|
|
2022
Q2 | $265K | Buy |
2,000
+316
| +19% | +$41.9K | 0.1% | 85 |
|
|
2022
Q1 | $224K | Sell |
1,684
-829
| -33% | -$110K | 0.1% | 83 |
|
|
2021
Q4 | $345K | Sell |
2,513
-25
| -1% | -$3.43K | 0.15% | 76 |
|
|
2021
Q3 | $314K | Buy |
2,538
+392
| +18% | +$48.5K | 0.14% | 83 |
|
|
2021
Q2 | $315K | Hold |
2,146
| – | – | 0.14% | 81 |
|
|
2021
Q1 | $286K | Sell |
2,146
-868
| -29% | -$116K | 0.14% | 95 |
|
|
2020
Q4 | $379K | Sell |
3,014
-2,420
| -45% | -$304K | 0.19% | 97 |
|
|
2020
Q3 | $661K | Sell |
5,434
-967
| -15% | -$118K | 0.29% | 48 |
|
|
2020
Q2 | $805K | Sell |
6,401
-1,136
| -15% | -$143K | 0.33% | 37 |
|
|
2020
Q1 | $836K | Buy |
7,537
+3,906
| +108% | +$433K | 0.39% | 38 |
|
|
2019
Q4 | $487K | Buy |
3,631
+2,166
| +148% | +$291K | 0.2% | 69 |
|
|
2019
Q3 | $209K | Buy |
+1,465
| New | +$209K | 0.06% | 125 |
|