BPA
Beacon Pointe Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.3M | Sell |
208,002
-4,632
| -2% | -$1.37M | 0.64% | 30 |
|
|
2025
Q1 | $52.9M | Buy |
212,634
+253
| +0.1% | +$62.9K | 0.59% | 35 |
|
|
2024
Q4 | $46.7M | Sell |
212,381
-4,603
| -2% | -$1.01M | 0.52% | 39 |
|
|
2024
Q3 | $48M | Sell |
216,984
-1,123
| -0.5% | -$248K | 0.55% | 40 |
|
|
2024
Q2 | $37.7M | Sell |
218,107
-3,513
| -2% | -$608K | 0.45% | 43 |
|
|
2024
Q1 | $42.3M | Sell |
221,620
-9,885
| -4% | -$1.89M | 0.47% | 41 |
|
|
2023
Q4 | $37.9M | Buy |
231,505
+50,743
| +28% | +$8.3M | 0.45% | 43 |
|
|
2023
Q3 | $25.4M | Buy |
180,762
+59,236
| +49% | +$8.31M | 0.32% | 74 |
|
|
2023
Q2 | $16.3M | Buy |
121,526
+2,397
| +2% | +$321K | 0.27% | 90 |
|
|
2023
Q1 | $15.6M | Buy |
119,129
+7,739
| +7% | +$1.01M | 0.27% | 90 |
|
|
2022
Q4 | $15.7M | Buy |
111,390
+12,235
| +12% | +$1.72M | 0.3% | 80 |
|
|
2022
Q3 | $11.8M | Buy |
99,155
+7,292
| +8% | +$868K | 0.26% | 90 |
|
|
2022
Q2 | $12.9M | Sell |
91,863
-29,697
| -24% | -$4.19M | 0.27% | 86 |
|
|
2022
Q1 | $15.8M | Buy |
121,560
+34,640
| +40% | +$4.5M | 0.22% | 107 |
|
|
2021
Q4 | $11.6M | Sell |
86,920
-320
| -0.4% | -$579K | 0.3% | 82 |
|
|
2021
Q3 | $12.1M | Buy |
87,240
+29,997
| +52% | +$4.17M | 0.3% | 90 |
|
|
2021
Q2 | $8.39M | Buy |
57,243
+49,711
| +660% | +$7.29M | 0.3% | 85 |
|
|
2021
Q1 | $1M | Sell |
7,532
-4,815
| -39% | -$641K | 0.06% | 209 |
|
|
2020
Q4 | $1.56M | Buy |
12,347
+5,810
| +89% | +$732K | 0.11% | 150 |
|
|
2020
Q3 | $796K | Sell |
6,537
-4,645
| -42% | -$566K | 0.08% | 187 |
|
|
2020
Q2 | $1.35M | Buy |
11,182
+5,936
| +113% | +$717K | 0.14% | 136 |
|
|
2020
Q1 | $580K | Buy |
5,246
+1,596
| +44% | +$176K | 0.09% | 160 |
|
|
2019
Q4 | $489K | Buy |
+3,650
| New | +$489K | 0.15% | 132 |
|
|
2019
Q3 | – | Sell |
-2,535
| Closed | -$348K | – | 186 |
|
|
2019
Q2 | $348K | Sell |
2,535
-23,297
| -90% | -$3.2M | 0.13% | 146 |
|
|
2019
Q1 | $3.64M | Buy |
25,832
+23,823
| +1,186% | +$3.36M | 1.37% | 17 |
|
|
2018
Q4 | $226K | Buy |
+2,009
| New | +$226K | 0.14% | 146 |
|