Beacon Financial Advisory’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 | $636K | Buy |
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|
2025
Q2 | $640K | Buy |
|
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|
2025
Q1 | $390K | Buy |
|
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|
2024
Q4 | $307K | Sell |
|
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|
2024
Q3 | $1.21M | Buy |
|
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|
2024
Q2 | $931K | Buy |
|
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|
2024
Q1 | $222K | Sell |
|
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|
2023
Q4 | $999K | Buy |
|
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|
2023
Q3 | $855K | Buy |
|
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|
2023
Q2 | $786K | Buy |
|
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|
2023
Q1 | $722K | Buy |
|
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|
2022
Q4 | $746K | Buy |
|
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|
2022
Q3 | $616K | Sell |
|
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|
2022
Q2 | $827K | Buy |
|
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|
2022
Q1 | $751K | Buy |
|
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|
2021
Q4 | $677K | Sell |
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|
2021
Q3 | $718K | Buy |
|
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|
2021
Q2 | $752K | Sell |
|
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|
2021
Q1 | $708K | Buy |
|
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|
2020
Q4 | $563K | Sell |
|
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|
2020
Q3 | $555K | Buy |
|
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|
2020
Q2 | $322K | Sell |
|
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|
2020
Q1 | $306K | Buy |
|