BCM
Beck Capital Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Buy |
1,268
+10
| +0.8% | +$2.95K | 0.09% | 100 |
|
|
2025
Q1 | $313K | Buy |
1,258
+4
| +0.3% | +$994 | 0.09% | 100 |
|
|
2024
Q4 | $276K | Buy |
1,254
+35
| +3% | +$7.69K | 0.07% | 105 |
|
|
2024
Q3 | $269K | Sell |
1,219
-153
| -11% | -$33.8K | 0.07% | 109 |
|
|
2024
Q2 | $237K | Sell |
1,372
-63
| -4% | -$10.9K | 0.07% | 106 |
|
|
2024
Q1 | $274K | Buy |
1,435
+69
| +5% | +$13.2K | 0.08% | 101 |
|
|
2023
Q4 | $223K | Buy |
+1,366
| New | +$223K | 0.08% | 103 |
|
|
2023
Q1 | – | Sell |
-1,838
| Closed | -$259K | – | 131 |
|
|
2022
Q4 | $259K | Sell |
1,838
-30
| -2% | -$4.23K | 0.11% | 119 |
|
|
2022
Q3 | $222K | Buy |
+1,868
| New | +$222K | 0.1% | 124 |
|
|
2022
Q1 | – | Sell |
-1,571
| Closed | -$210K | – | 163 |
|
|
2021
Q4 | $210K | Buy |
+1,571
| New | +$210K | 0.06% | 138 |
|
|
2019
Q4 | – | Sell |
-1,467
| Closed | -$213K | – | 110 |
|
|
2019
Q3 | $213K | Sell |
1,467
-20
| -1% | -$2.9K | 0.12% | 89 |
|
|
2019
Q2 | $205K | Sell |
1,487
-28
| -2% | -$3.86K | 0.11% | 92 |
|
|
2019
Q1 | $214K | Buy |
+1,515
| New | +$214K | 0.1% | 94 |
|
|
2018
Q4 | – | Sell |
-1,547
| Closed | -$234K | – | 79 |
|
|
2018
Q3 | $234K | Hold |
1,547
| – | – | 0.1% | 92 |
|
|
2018
Q2 | $216K | Sell |
1,547
-23
| -1% | -$3.21K | 0.1% | 88 |
|
|
2018
Q1 | $241K | Sell |
1,570
-379
| -19% | -$58.2K | 0.11% | 102 |
|
|
2017
Q4 | $299K | Buy |
1,949
+324
| +20% | +$49.7K | 0.13% | 92 |
|
|
2017
Q3 | $236K | Sell |
1,625
-127
| -7% | -$18.4K | 0.11% | 97 |
|
|
2017
Q2 | $272K | Sell |
1,752
-15,129
| -90% | -$2.35M | 0.14% | 86 |
|
|
2017
Q1 | $2.94M | Buy |
16,881
+12,860
| +320% | +$2.24M | 1.55% | 27 |
|
|
2016
Q4 | $667K | Buy |
4,021
+2,006
| +100% | +$333K | 0.37% | 66 |
|
|
2016
Q3 | $320K | Sell |
2,015
-261
| -11% | -$41.4K | 0.19% | 85 |
|
|
2016
Q2 | $345K | Buy |
2,276
+946
| +71% | +$143K | 0.22% | 84 |
|
|
2016
Q1 | $201K | Sell |
1,330
-55
| -4% | -$8.31K | 0.14% | 84 |
|
|
2015
Q4 | $191K | Buy |
+1,385
| New | +$191K | 0.11% | 114 |
|
|
2015
Q3 | – | Sell |
-1,405
| Closed | -$229K | – | 124 |
|
|
2015
Q2 | $229K | Sell |
1,405
-400
| -22% | -$65.2K | 0.12% | 128 |
|
|
2015
Q1 | $290K | Sell |
1,805
-125
| -6% | -$20.1K | 0.17% | 111 |
|
|
2014
Q4 | $310K | Buy |
+1,930
| New | +$310K | 0.18% | 113 |
|
|
2014
Q2 | – | Sell |
-1,090
| Closed | -$212K | – | 162 |
|
|
2014
Q1 | $212K | Sell |
1,090
-75
| -6% | -$14.6K | 0.16% | 139 |
|
|
2013
Q4 | $206K | Buy |
+1,165
| New | +$206K | 0.17% | 138 |
|