Beacon Capital Management LLC (Tennessee)’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Sell |
2,248
-253
| -10% | -$74.6K | 0.09% | 48 |
|
|
2025
Q1 | $622K | Buy |
2,501
+15
| +0.6% | +$3.73K | 0.08% | 52 |
|
|
2024
Q4 | $546K | Buy |
2,486
+65
| +3% | +$14.3K | 0.07% | 54 |
|
|
2024
Q3 | $535K | Hold |
2,421
| – | – | 0.08% | 57 |
|
|
2024
Q2 | $419K | Buy |
2,421
+10
| +0.4% | +$1.73K | 0.08% | 59 |
|
|
2024
Q1 | $460K | Buy |
2,411
+708
| +42% | +$135K | 0.09% | 53 |
|
|
2023
Q4 | $239K | Hold |
1,703
| – | – | 0.07% | 72 |
|
|
2023
Q3 | $228K | Hold |
1,703
| – | – | 0.06% | 82 |
|
|
2023
Q2 | $228K | Sell |
1,703
-16
| -0.9% | -$2.14K | 0.06% | 82 |
|
|
2023
Q1 | $225K | Buy |
1,719
+119
| +7% | +$15.6K | 0.07% | 79 |
|
|
2022
Q4 | $225K | Sell |
1,600
-321
| -17% | -$45.2K | 0.08% | 76 |
|
|
2022
Q3 | $271K | Buy |
1,921
+553
| +40% | +$78K | 0.09% | 65 |
|
|
2022
Q2 | $178K | Hold |
1,368
| – | – | 0.04% | 104 |
|
|
2022
Q1 | $178K | Buy |
+1,368
| New | +$178K | 0.04% | 104 |
|