Beacon Investment Advisory Services’s IBM IBM Stock Holding History

Beacon Investment Advisory Services’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.18M	Sell	4,003 -44	-1%	-$13K	0.05%	126
2025 Q1	$1.01M	Sell	4,047 -744	-16%	-$185K	0.05%	130
2024 Q4	$1.05M	Buy	4,791 +10	+0.2%	+$2.2K	0.05%	129
2024 Q3	$1.06M	Sell	4,781 -10	-0.2%	-$2.21K	0.04%	136
2024 Q2	$829K	Sell	4,791 -644	-12%	-$111K	0.04%	147
2024 Q1	$1.04M	Sell	5,435 -2,353	-30%	-$449K	0.04%	136
2023 Q4	$1.27M	Buy	7,788 +158	+2%	+$25.8K	0.06%	130
2023 Q3	$1.07M	Buy	7,630 +26	+0.3%	+$3.65K	0.05%	145
2023 Q2	$1.02M	Sell	7,604 -99	-1%	-$13.2K	0.05%	154
2023 Q1	$1.01M	Sell	7,703 -98	-1%	-$12.8K	0.05%	148
2022 Q4	$1.1M	Buy	7,801 +2	+0%	+$282	0.06%	144
2022 Q3	$927K	Buy	7,799 +1	+0%	+$119	0.05%	150
2022 Q2	$1.1M	Buy	7,798 +2	+0%	+$282	0.06%	149
2022 Q1	$1.01M	Buy	7,796 +2	+0%	+$260	0.04%	162
2021 Q4	$1.04M	Sell	7,794 -504	-6%	-$67.4K	0.04%	165
2021 Q3	$1.1M	Sell	8,298 -144	-2%	-$19.1K	0.05%	161
2021 Q2	$1.18M	Sell	8,442 -580	-6%	-$81.3K	0.05%	159
2021 Q1	$1.15M	Sell	9,022 -219	-2%	-$27.9K	0.05%	154
2020 Q4	$1.11M	Sell	9,241 -401	-4%	-$48.3K	0.05%	143
2020 Q3	$1.12M	Sell	9,642 -471	-5%	-$54.8K	0.06%	141
2020 Q2	$1.17M	Sell	10,113 -642	-6%	-$74.1K	0.07%	137
2020 Q1	$1.14M	Sell	10,755 -244	-2%	-$25.9K	0.08%	129
2019 Q4	$1.41M	Buy	10,999 +6,870	+166%	+$880K	0.08%	131
2019 Q3	$574K	Hold	4,129	–	–	0.06%	144
2019 Q2	$544K	Buy	4,129 +486	+13%	+$64K	0.06%	131
2019 Q1	$491K	Sell	3,643 -117	-3%	-$15.8K	0.05%	145
2018 Q4	$409K	Sell	3,760 -772	-17%	-$84K	0.05%	171
2018 Q3	$655K	Sell	4,532 -26	-0.6%	-$3.76K	0.06%	135
2018 Q2	$609K	Sell	4,558 -879	-16%	-$117K	0.06%	139
2018 Q1	$798K	Sell	5,437 -179	-3%	-$26.3K	0.08%	126
2017 Q4	$824K	Sell	5,616 -16	-0.3%	-$2.35K	0.09%	123
2017 Q3	$781K	Buy	+5,632	New	+$781K	0.07%	142