BFA
Beaumont Financial Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Sell |
9,224
-29
| -0.3% | -$8.55K | 0.2% | 74 |
|
|
2025
Q1 | $2.3M | Buy |
9,253
+29
| +0.3% | +$7.21K | 0.18% | 83 |
|
|
2024
Q4 | $2.03M | Buy |
9,224
+274
| +3% | +$60.2K | 0.15% | 90 |
|
|
2024
Q3 | $1.98M | Buy |
8,950
+8
| +0.1% | +$1.77K | 0.15% | 88 |
|
|
2024
Q2 | $1.55M | Sell |
8,942
-51
| -0.6% | -$8.82K | 0.12% | 107 |
|
|
2024
Q1 | $1.72M | Sell |
8,993
-8
| -0.1% | -$1.53K | 0.14% | 95 |
|
|
2023
Q4 | $1.47M | Buy |
9,001
+88
| +1% | +$14.4K | 0.13% | 108 |
|
|
2023
Q3 | $1.25M | Buy |
8,913
+65
| +0.7% | +$9.12K | 0.12% | 110 |
|
|
2023
Q2 | $1.18M | Sell |
8,848
-82
| -0.9% | -$11K | 0.11% | 118 |
|
|
2023
Q1 | $1.17M | Sell |
8,930
-711
| -7% | -$93.2K | 0.12% | 105 |
|
|
2022
Q4 | $1.36M | Sell |
9,641
-1,457
| -13% | -$205K | 0.14% | 103 |
|
|
2022
Q3 | $1.32M | Buy |
11,098
+640
| +6% | +$76.1K | 0.13% | 101 |
|
|
2022
Q2 | $1.48M | Sell |
10,458
-201
| -2% | -$28.4K | 0.13% | 102 |
|
|
2022
Q1 | $1.39M | Buy |
10,659
+395
| +4% | +$51.4K | 0.11% | 129 |
|
|
2021
Q4 | $1.37M | Sell |
10,264
-19
| -0.2% | -$2.54K | 0.1% | 124 |
|
|
2021
Q3 | $1.43M | Sell |
10,283
-195
| -2% | -$27.1K | 0.11% | 115 |
|
|
2021
Q2 | $1.54M | Buy |
10,478
+3,739
| +55% | +$548K | 0.12% | 114 |
|
|
2021
Q1 | $898K | Buy |
6,739
+196
| +3% | +$26.1K | 0.08% | 148 |
|
|
2020
Q4 | $824K | Sell |
6,543
-3,139
| -32% | -$395K | 0.07% | 154 |
|
|
2020
Q3 | $1.18M | Buy |
9,682
+106
| +1% | +$12.9K | 0.11% | 129 |
|
|
2020
Q2 | $1.16M | Sell |
9,576
-140
| -1% | -$16.9K | 0.12% | 127 |
|
|
2020
Q1 | $1.08M | Buy |
9,716
+63
| +0.7% | +$6.99K | 0.14% | 100 |
|
|
2019
Q4 | $1.29M | Buy |
9,653
+142
| +1% | +$19K | 0.13% | 111 |
|
|
2019
Q3 | $1.38M | Sell |
9,511
-197
| -2% | -$28.6K | 0.14% | 106 |
|
|
2019
Q2 | $1.34M | Buy |
9,708
+1,381
| +17% | +$190K | 0.14% | 104 |
|
|
2019
Q1 | $1.18M | Buy |
8,327
+859
| +12% | +$121K | 0.13% | 101 |
|
|
2018
Q4 | $849K | Sell |
7,468
-1,077
| -13% | -$122K | 0.14% | 91 |
|
|
2018
Q3 | $1.29M | Sell |
8,545
-506
| -6% | -$76.5K | 0.13% | 85 |
|
|
2018
Q2 | $1.26M | Buy |
9,051
+624
| +7% | +$87.1K | 0.13% | 84 |
|
|
2018
Q1 | $1.29M | Buy |
8,427
+5,626
| +201% | +$863K | 0.14% | 88 |
|
|
2017
Q4 | $430K | Buy |
2,801
+116
| +4% | +$17.8K | 0.05% | 129 |
|
|
2017
Q3 | $390K | Sell |
2,685
-65
| -2% | -$9.44K | 0.05% | 129 |
|
|
2017
Q2 | $423K | Sell |
2,750
-1,000
| -27% | -$154K | 0.05% | 125 |
|
|
2017
Q1 | $653K | Buy |
3,750
+500
| +15% | +$87.1K | 0.09% | 107 |
|
|
2016
Q4 | $539K | Buy |
3,250
+11
| +0.3% | +$1.82K | 0.08% | 96 |
|
|
2016
Q3 | $514K | Sell |
3,239
-98
| -3% | -$15.6K | 0.08% | 101 |
|
|
2016
Q2 | $506K | Buy |
3,337
+133
| +4% | +$20.2K | 0.08% | 98 |
|
|
2016
Q1 | $514K | Sell |
3,204
-203
| -6% | -$32.6K | 0.08% | 93 |
|
|
2015
Q4 | $469K | Buy |
3,407
+183
| +6% | +$25.2K | 0.08% | 78 |
|
|
2015
Q3 | $524K | Hold |
3,224
| – | – | 0.08% | 89 |
|
|
2015
Q2 | $524K | Buy |
3,224
+20
| +0.6% | +$3.25K | 0.08% | 89 |
|
|
2015
Q1 | $514K | Sell |
3,204
-1,300
| -29% | -$209K | 0.02% | 112 |
|
|
2014
Q4 | $723K | Sell |
4,504
-20
| -0.4% | -$3.21K | 0.03% | 102 |
|
|
2014
Q3 | $859K | Hold |
4,524
| – | – | 0.06% | 104 |
|
|
2014
Q2 | $820K | Buy |
4,524
+130
| +3% | +$23.6K | 0.06% | 108 |
|
|
2014
Q1 | $846K | Buy |
4,394
+1,000
| +29% | +$193K | 0.07% | 91 |
|
|
2013
Q4 | $637K | Buy |
3,394
+489
| +17% | +$91.8K | 0.05% | 102 |
|
|
2013
Q3 | $538K | Sell |
2,905
-18,009
| -86% | -$3.34M | 0.05% | 103 |
|
|
2013
Q2 | $4M | Buy |
+20,914
| New | +$4M | 0.37% | 72 |
|