Vivaldi Capital Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $311K | Buy |
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|
2025
Q2 | $300K | Buy |
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|
2025
Q1 | $227K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $387K | Buy |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | $370K | Buy |
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|
2022
Q1 | $203K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $205K | Sell |
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|
2021
Q1 | $212K | Sell |
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|
2020
Q4 | $220K | Sell |
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|
2020
Q3 | $226K | Sell |
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|
2020
Q2 | $304K | Sell |
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|
2020
Q1 | $356K | Sell |
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|
2019
Q4 | $492K | Sell |
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|
2019
Q3 | $549K | Sell |
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|
2019
Q2 | $534K | Buy |
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