BFG
Beacon Financial Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Sell |
2,931
-7
| -0.2% | -$2.06K | 0.09% | 179 |
|
|
2025
Q1 | $731K | Sell |
2,938
-124
| -4% | -$30.8K | 0.08% | 186 |
|
|
2024
Q4 | $673K | Sell |
3,062
-223
| -7% | -$49K | 0.07% | 189 |
|
|
2024
Q3 | $726K | Buy |
3,285
+1,250
| +61% | +$276K | 0.08% | 189 |
|
|
2024
Q2 | $352K | Buy |
2,035
+134
| +7% | +$23.2K | 0.04% | 249 |
|
|
2024
Q1 | $363K | Buy |
1,901
+99
| +5% | +$18.9K | 0.04% | 244 |
|
|
2023
Q4 | $295K | Buy |
1,802
+120
| +7% | +$19.6K | 0.04% | 266 |
|
|
2023
Q3 | $247K | Hold |
1,682
| – | – | 0.04% | 228 |
|
|
2023
Q2 | $226K | Buy |
1,682
+83
| +5% | +$11.2K | 0.03% | 223 |
|
|
2023
Q1 | $210K | Sell |
1,599
-4,453
| -74% | -$585K | 0.03% | 217 |
|
|
2022
Q4 | $855K | Buy |
6,052
+163
| +3% | +$23K | 0.12% | 145 |
|
|
2022
Q3 | $716K | Sell |
5,889
-12
| -0.2% | -$1.46K | 0.11% | 154 |
|
|
2022
Q2 | $830K | Buy |
5,901
+1,004
| +21% | +$141K | 0.12% | 153 |
|
|
2022
Q1 | $643K | Buy |
+4,897
| New | +$643K | 0.09% | 174 |
|
|
2020
Q2 | – | Sell |
-2,846
| Closed | -$321K | – | 185 |
|
|
2020
Q1 | $321K | Sell |
2,846
-1,408
| -33% | -$159K | 0.07% | 149 |
|
|
2019
Q4 | $609K | Hold |
4,254
| – | – | 0.08% | 146 |
|
|
2019
Q3 | $609K | Sell |
4,254
-200
| -4% | -$28.6K | 0.1% | 134 |
|
|
2019
Q2 | $614K | Sell |
4,454
-87
| -2% | -$12K | 0.1% | 135 |
|
|
2019
Q1 | $641 | Sell |
4,541
-303
| -6% | -$43 | 0.1% | 123 |
|
|
2018
Q4 | $548K | Buy |
4,844
+332
| +7% | +$37.6K | 0.1% | 125 |
|
|
2018
Q3 | $682K | Sell |
4,512
-311
| -6% | -$47K | 0.12% | 120 |
|
|
2018
Q2 | $674K | Sell |
4,823
-2,328
| -33% | -$325K | 0.11% | 127 |
|
|
2018
Q1 | $1.1M | Sell |
7,151
-110
| -2% | -$16.9K | 0.19% | 95 |
|
|
2017
Q4 | $1.11M | Buy |
7,261
+344
| +5% | +$52.8K | 0.19% | 91 |
|
|
2017
Q3 | $1M | Buy |
6,917
+2,000
| +41% | +$290K | 0.18% | 93 |
|
|
2017
Q2 | $758K | Sell |
4,917
-66,256
| -93% | -$10.2M | 0.14% | 105 |
|
|
2017
Q1 | $12.4M | Buy |
71,173
+1,641
| +2% | +$285K | 2.36% | 7 |
|
|
2016
Q4 | $11.5M | Sell |
69,532
-3,130
| -4% | -$520K | 2.35% | 8 |
|
|
2016
Q3 | $11.5M | Sell |
72,662
-143
| -0.2% | -$22.6K | 2.42% | 5 |
|
|
2016
Q2 | $10.8M | Buy |
72,805
+567
| +0.8% | +$84.2K | 2.36% | 7 |
|
|
2016
Q1 | $10.7M | Buy |
72,238
+1,146
| +2% | +$170K | 2.32% | 8 |
|
|
2015
Q4 | $9.91M | Buy |
71,092
+1,002
| +1% | +$140K | 2.28% | 8 |
|
|
2015
Q3 | $9.99M | Buy |
70,090
+61,670
| +732% | +$8.79M | 2.44% | 7 |
|
|
2015
Q2 | $1.37M | Buy |
8,420
+1,243
| +17% | +$203K | 0.3% | 66 |
|
|
2015
Q1 | $1.17M | Buy |
7,177
+2,371
| +49% | +$386K | 0.26% | 70 |
|
|
2014
Q4 | $769K | Buy |
4,806
+200
| +4% | +$32K | 0.16% | 91 |
|
|
2014
Q3 | $873K | Sell |
4,606
-10,174
| -69% | -$1.93M | 0.19% | 88 |
|
|
2014
Q2 | $2.69M | Buy |
14,780
+10,000
| +209% | +$1.82M | 0.59% | 58 |
|
|
2014
Q1 | $910K | Sell |
4,780
-5,606
| -54% | -$1.07M | 0.19% | 82 |
|
|
2013
Q4 | $1.94M | Buy |
10,386
+2,029
| +24% | +$378K | 0.37% | 69 |
|
|
2013
Q3 | $1.56M | Buy |
+8,357
| New | +$1.56M | 0.34% | 69 |
|