Vista Capital Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
2,397
+523
| +28% | +$154K | 0.08% | 49 |
|
|
2025
Q1 | $466K | Buy |
1,874
+5
| +0.3% | +$1.24K | 0.06% | 58 |
|
|
2024
Q4 | $411K | Sell |
1,869
-20
| -1% | -$4.4K | 0.05% | 67 |
|
|
2024
Q3 | $418K | Sell |
1,889
-138
| -7% | -$30.5K | 0.05% | 63 |
|
|
2024
Q2 | $351K | Buy |
2,027
+2
| +0.1% | +$346 | 0.04% | 65 |
|
|
2024
Q1 | $387K | Sell |
2,025
-1,080
| -35% | -$206K | 0.05% | 61 |
|
|
2023
Q4 | $508K | Buy |
3,105
+926
| +42% | +$151K | 0.07% | 47 |
|
|
2023
Q3 | $306K | Sell |
2,179
-179
| -8% | -$25.1K | 0.05% | 60 |
|
|
2023
Q2 | $316K | Buy |
2,358
+299
| +15% | +$40K | 0.04% | 67 |
|
|
2023
Q1 | $270K | Buy |
2,059
+5
| +0.2% | +$656 | 0.04% | 74 |
|
|
2022
Q4 | $289K | Sell |
2,054
-68
| -3% | -$9.58K | 0.05% | 63 |
|
|
2022
Q3 | $252K | Sell |
2,122
-8
| -0.4% | -$950 | 0.04% | 64 |
|
|
2022
Q2 | $301K | Buy |
+2,130
| New | +$301K | 0.05% | 60 |
|
|
2022
Q1 | – | Sell |
-1,519
| Closed | -$203K | – | 100 |
|
|
2021
Q4 | $203K | Sell |
1,519
-246
| -14% | -$32.9K | 0.03% | 94 |
|
|
2021
Q3 | $234K | Buy |
1,765
+8
| +0.5% | +$1.06K | 0.03% | 67 |
|
|
2021
Q2 | $246K | Sell |
1,757
-13
| -0.7% | -$1.82K | 0.04% | 64 |
|
|
2021
Q1 | $225K | Buy |
1,770
+9
| +0.5% | +$1.14K | 0.03% | 60 |
|
|
2020
Q4 | $212K | Buy |
1,761
+26
| +1% | +$3.13K | 0.04% | 61 |
|
|
2020
Q3 | $202K | Buy |
+1,735
| New | +$202K | 0.04% | 62 |
|
|
2020
Q1 | – | Sell |
-1,711
| Closed | -$219K | – | 55 |
|
|
2019
Q4 | $219K | Buy |
1,711
+6
| +0.4% | +$768 | 0.04% | 60 |
|
|
2019
Q3 | $237K | Buy |
1,705
+7
| +0.4% | +$973 | 0.05% | 57 |
|
|
2019
Q2 | $224K | Sell |
1,698
-16
| -0.9% | -$2.11K | 0.04% | 54 |
|
|
2019
Q1 | $231K | Buy |
+1,714
| New | +$231K | 0.05% | 47 |
|
|
2018
Q4 | – | Sell |
-1,744
| Closed | -$252K | – | 53 |
|
|
2018
Q3 | $252K | Buy |
1,744
+7
| +0.4% | +$1.01K | 0.05% | 47 |
|
|
2018
Q2 | $232K | Buy |
1,737
+5
| +0.3% | +$668 | 0.05% | 48 |
|
|
2018
Q1 | $254K | Buy |
1,732
+5
| +0.3% | +$733 | 0.06% | 43 |
|
|
2017
Q4 | $253K | Buy |
1,727
+14
| +0.8% | +$2.05K | 0.06% | 44 |
|
|
2017
Q3 | $238K | Buy |
1,713
+5
| +0.3% | +$695 | 0.06% | 46 |
|
|
2017
Q2 | $251K | Sell |
1,708
-126
| -7% | -$18.5K | 0.06% | 44 |
|
|
2017
Q1 | $305K | Sell |
1,834
-167
| -8% | -$27.8K | 0.08% | 36 |
|
|
2016
Q4 | $318K | Buy |
2,001
+176
| +10% | +$28K | 0.09% | 38 |
|
|
2016
Q3 | $277K | Buy |
1,825
+4
| +0.2% | +$607 | 0.08% | 38 |
|
|
2016
Q2 | $264K | Buy |
1,821
+173
| +10% | +$25.1K | 0.08% | 33 |
|
|
2016
Q1 | $239K | Buy |
1,648
+4
| +0.2% | +$580 | 0.07% | 36 |
|
|
2015
Q4 | $216K | Sell |
1,644
-74
| -4% | -$9.72K | 0.07% | 43 |
|
|
2015
Q3 | $238K | Sell |
1,718
-11
| -0.6% | -$1.52K | 0.08% | 37 |
|
|
2015
Q2 | $269K | Sell |
1,729
-92
| -5% | -$14.3K | 0.08% | 36 |
|
|
2015
Q1 | $279K | Buy |
1,821
+3
| +0.2% | +$460 | 0.09% | 35 |
|
|
2014
Q4 | $279K | Sell |
1,818
-912
| -33% | -$140K | 0.09% | 35 |
|
|
2014
Q3 | $495K | Buy |
2,730
+3
| +0.1% | +$544 | 0.16% | 18 |
|
|
2014
Q2 | $473K | Buy |
2,727
+3
| +0.1% | +$520 | 0.15% | 21 |
|
|
2014
Q1 | $501K | Sell |
2,724
-53
| -2% | -$9.75K | 0.17% | 18 |
|
|
2013
Q4 | $498K | Buy |
2,777
+2
| +0.1% | +$359 | 0.18% | 20 |
|
|
2013
Q3 | $491K | Buy |
2,775
+317
| +13% | +$56.1K | 0.19% | 19 |
|
|
2013
Q2 | $449K | Buy |
+2,458
| New | +$449K | 0.18% | 20 |
|