Beacon Investment Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $489K | Buy |
1,688
+4
| +0.2% | +$1.16K | 0.21% | 102 |
|
|
2025
Q1 | $419K | Buy |
1,684
+86
| +5% | +$21.4K | 0.2% | 112 |
|
|
2024
Q4 | $351K | Buy |
1,598
+4
| +0.3% | +$880 | 0.17% | 120 |
|
|
2024
Q3 | $352K | Buy |
1,594
+5
| +0.3% | +$1.11K | 0.17% | 122 |
|
|
2024
Q2 | $275K | Buy |
+1,589
| New | +$275K | 0.14% | 128 |
|