Beacon Financial Strategies’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 | $528K | Hold |
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|
2025
Q2 | $551K | Hold |
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|
2025
Q1 | $465K | Buy |
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|
2024
Q4 | $391K | Hold |
|
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|
2024
Q3 | $393K | Hold |
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|
2024
Q2 | $308K | Hold |
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|
2024
Q1 | $340K | Hold |
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|
2023
Q4 | $291K | Hold |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $244K | Hold |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $257K | Hold |
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|
2022
Q3 | $217K | Hold |
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|
2022
Q2 | $258K | Buy |
|