Beacon Harbor Wealth Advisors’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 | $538K | Hold |
|
|||||
|
2025
Q2 | $562K | Sell |
|
|||||
|
2025
Q1 | $8.36M | Sell |
|
|||||
|
2024
Q4 | $8.82M | Buy |
|
|||||
|
2024
Q3 | $8.8M | Sell |
|
|||||
|
2024
Q2 | $6.91M | Buy |
|
|||||
|
2024
Q1 | $7.53M | Sell |
|
|||||
|
2023
Q4 | $6.8M | Buy |
|
|||||
|
2023
Q3 | $3.6M | Sell |
|
|||||
|
2023
Q2 | $5.62M | Buy |
|
|||||
|
2023
Q1 | $5.41M | Sell |
|
|||||
|
2022
Q4 | $5.89M | Buy |
|
|||||
|
2022
Q2 | $5.72M | Sell |
|
|||||
|
2022
Q1 | $5.64M | Buy |
|
|||||
|
2021
Q4 | $4.49M | Sell |
|
|||||
|
2021
Q3 | $4.67M | Buy |
|
|||||
|
2021
Q2 | $4.66M | Buy |
|
|||||
|
2021
Q1 | $3.92M | Buy |
|
|||||
|
2020
Q4 | $2.62M | Sell |
|
|||||
|
2020
Q3 | $3.13M | Buy |
|
|||||
|
2020
Q2 | $3.06M | Buy |
|
|||||
|
2020
Q1 | $2.72M | Buy |
|
|||||
|
2019
Q4 | $2.12M | Buy |
|
|||||
|
2019
Q3 | $2.23M | Buy |
|
|||||
|
2019
Q2 | $2.06M | Buy |
|