Beacon Financial Group’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 | $735K | Sell |
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|
2025
Q2 | $864K | Sell |
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|
2025
Q1 | $731K | Sell |
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|
2024
Q4 | $673K | Sell |
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|
2024
Q3 | $726K | Buy |
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|
2024
Q2 | $352K | Buy |
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|
2024
Q1 | $363K | Buy |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | $247K | Hold |
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|
2023
Q2 | $226K | Buy |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $855K | Buy |
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|
2022
Q3 | $716K | Sell |
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|
2022
Q2 | $830K | Buy |
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|
2022
Q1 | $643K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $321K | Sell |
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|
2019
Q4 | $609K | Hold |
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|
2019
Q3 | $609K | Sell |
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|
2019
Q2 | $614K | Sell |
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|
2019
Q1 | $641 | Sell |
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|
2018
Q4 | $548K | Buy |
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|
2018
Q3 | $682K | Sell |
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|
2018
Q2 | $674K | Sell |
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|
2018
Q1 | $1.1M | Sell |
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|
2017
Q4 | $1.11M | Buy |
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|
2017
Q3 | $1M | Buy |
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|
2017
Q2 | $758K | Sell |
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|
2017
Q1 | $12.4M | Buy |
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|
2016
Q4 | $11.5M | Sell |
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|
2016
Q3 | $11.5M | Sell |
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|
2016
Q2 | $10.8M | Buy |
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|
2016
Q1 | $10.7M | Buy |
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|
2015
Q4 | $9.91M | Buy |
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|
2015
Q3 | $9.99M | Buy |
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|
2015
Q2 | $1.37M | Buy |
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|
2015
Q1 | $1.17M | Buy |
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|
2014
Q4 | $769K | Buy |
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|
2014
Q3 | $873K | Sell |
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|
2014
Q2 | $2.69M | Buy |
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|
2014
Q1 | $910K | Sell |
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|
2013
Q4 | $1.94M | Buy |
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|
2013
Q3 | $1.56M | Buy |
|