BFA
Beacon Financial Advisory’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Buy |
2,172
+602
| +38% | +$177K | 0.17% | 161 |
|
|
2025
Q1 | $390K | Buy |
1,570
+172
| +12% | +$42.8K | 0.12% | 199 |
|
|
2024
Q4 | $307K | Sell |
1,398
-4,058
| -74% | -$892K | 0.1% | 221 |
|
|
2024
Q3 | $1.21M | Buy |
5,456
+76
| +1% | +$16.8K | 0.41% | 59 |
|
|
2024
Q2 | $931K | Buy |
5,380
+4,216
| +362% | +$729K | 0.35% | 78 |
|
|
2024
Q1 | $222K | Sell |
1,164
-4,942
| -81% | -$944K | 0.11% | 219 |
|
|
2023
Q4 | $999K | Buy |
6,106
+10
| +0.2% | +$1.64K | 0.48% | 58 |
|
|
2023
Q3 | $855K | Buy |
6,096
+223
| +4% | +$31.3K | 0.47% | 64 |
|
|
2023
Q2 | $786K | Buy |
5,873
+367
| +7% | +$49.1K | 0.45% | 70 |
|
|
2023
Q1 | $722K | Buy |
5,506
+210
| +4% | +$27.5K | 0.46% | 69 |
|
|
2022
Q4 | $746K | Buy |
5,296
+109
| +2% | +$15.4K | 0.53% | 58 |
|
|
2022
Q3 | $616K | Sell |
5,187
-674
| -11% | -$80K | 0.44% | 72 |
|
|
2022
Q2 | $827K | Buy |
5,861
+83
| +1% | +$11.7K | 0.47% | 59 |
|
|
2022
Q1 | $751K | Buy |
5,778
+711
| +14% | +$92.4K | 0.36% | 88 |
|
|
2021
Q4 | $677K | Sell |
5,067
-101
| -2% | -$13.5K | 0.31% | 100 |
|
|
2021
Q3 | $718K | Buy |
5,168
+38
| +0.7% | +$5.28K | 0.37% | 82 |
|
|
2021
Q2 | $752K | Sell |
5,130
-185
| -3% | -$27.1K | 0.4% | 81 |
|
|
2021
Q1 | $708K | Buy |
5,315
+837
| +19% | +$111K | 0.41% | 87 |
|
|
2020
Q4 | $563K | Sell |
4,478
-86
| -2% | -$10.8K | 0.37% | 84 |
|
|
2020
Q3 | $555K | Buy |
4,564
+1,895
| +71% | +$230K | 0.48% | 65 |
|
|
2020
Q2 | $322K | Sell |
2,669
-96
| -3% | -$11.6K | 0.35% | 98 |
|
|
2020
Q1 | $306K | Buy |
+2,765
| New | +$306K | 0.39% | 89 |
|