Beacon Capital Management Inc (Ohio)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-544
| Closed | -$65K | – | 109 |
|
|
2022
Q3 | $65K | Buy |
+544
| New | +$71.4K | ﹤0.01% | 35 |
|
|
2021
Q2 | – | Sell |
-759
| Closed | -$97K | – | 39 |
|
|
2021
Q1 | $97K | Hold |
759
| – | – | ﹤0.01% | 26 |
|
|
2020
Q4 | $91K | Hold |
759
| – | – | ﹤0.01% | 26 |
|
|
2020
Q3 | $88K | Hold |
759
| – | – | ﹤0.01% | 26 |
|
|
2020
Q2 | $88K | Hold |
759
| – | – | ﹤0.01% | 26 |
|
|
2020
Q1 | $81K | Hold |
759
| – | – | ﹤0.01% | 27 |
|
|
2019
Q4 | $97K | Hold |
759
| – | – | ﹤0.01% | 24 |
|
|
2019
Q3 | $106K | Hold |
759
| – | – | ﹤0.01% | 23 |
|
|
2019
Q2 | $100K | Hold |
759
| – | – | ﹤0.01% | 28 |
|
|
2019
Q1 | $102K | Hold |
759
| – | – | ﹤0.01% | 26 |
|
|
2018
Q4 | $83K | Hold |
759
| – | – | ﹤0.01% | 27 |
|
|
2018
Q3 | $110K | Hold |
759
| – | – | ﹤0.01% | 25 |
|
|
2018
Q2 | $101K | Hold |
759
| – | – | ﹤0.01% | 33 |
|
|
2018
Q1 | $111K | Hold |
759
| – | – | ﹤0.01% | 23 |
|
|
2017
Q4 | $111K | Hold |
759
| – | – | ﹤0.01% | 25 |
|
|
2017
Q3 | $105K | Hold |
759
| – | – | ﹤0.01% | 25 |
|
|
2017
Q2 | $112K | Hold |
759
| – | – | 0.01% | 24 |
|
|
2017
Q1 | $126K | Hold |
759
| – | – | 0.01% | 24 |
|
|
2016
Q4 | $121K | Hold |
759
| – | – | 0.01% | 25 |
|
|
2016
Q3 | $115K | Sell |
759
-21
| -3% | -$3.19K | 0.01% | 33 |
|
|
2016
Q2 | $113K | Sell |
780
-53
| -6% | -$7.59K | 0.01% | 40 |
|
|
2016
Q1 | $121K | Sell |
833
-282
| -25% | -$36K | 0.01% | 46 |
|
|
2015
Q4 | $147K | Sell |
1,115
-21
| -2% | -$2.82K | 0.01% | 46 |
|
|
2015
Q3 | $157K | Sell |
1,136
-63
| -5% | -$9.3K | 0.01% | 43 |
|
|
2015
Q2 | $186K | Sell |
1,199
-52
| -4% | -$8.36K | 0.01% | 49 |
|
|
2015
Q1 | $192K | Buy |
1,251
+26
| +2% | +$3.94K | 0.02% | 49 |
|
|
2014
Q4 | $188K | Buy |
1,225
+194
| +19% | +$30.9K | 0.02% | 49 |
|
|
2014
Q3 | $187K | Sell |
1,031
-995
| -49% | -$181K | 0.03% | 54 |
|
|
2014
Q2 | $351K | Buy |
2,026
+10
| +0.5% | +$1.8K | 0.06% | 42 |
|
|
2014
Q1 | $371K | Sell |
2,016
-68
| -3% | -$12K | 0.09% | 42 |
|
|
2013
Q4 | $374K | Buy |
+2,084
| New | +$359K | 0.11% | 44 |
|
Other funds holding IBM
AWA
Beacon Capital Management Inc (Ohio)'s IBM Position: Q4 2022 in Review
Beacon Capital Management Inc (Ohio) sold out of IBM (IBM) in Q4 2022, closing a stake of 544 shares — an estimated $65K sold.
Beacon Capital Management Inc (Ohio) first reported a position in IBM in Q4 2013 and held it in 31 quarters. The position peaked at $374K in Q4 2013. 2,432 funds tracked by Wall St. Rank hold IBM as of Q4 2022.
- Beacon Capital Management Inc (Ohio) reported no remaining IBM position as of Q4 2022 after selling out during the quarter.
- Beacon Capital Management Inc (Ohio) sold 544 IBM shares in Q4 2022, an estimated $65K.
- Beacon Capital Management Inc (Ohio) first reported a position in IBM in Q4 2013 and held it in 31 quarters.
- Beacon Capital Management Inc (Ohio)'s IBM position peaked at $374K in Q4 2013.
- 2,432 funds tracked by Wall St. Rank held IBM as of Q4 2022.
Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2022, filed 12 Jan 2023.