BFC
Bedel Financial Consulting’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $890K | Buy |
3,021
+2
| +0.1% | +$589 | 0.12% | 100 |
|
|
2025
Q1 | $752K | Buy |
3,019
+2
| +0.1% | +$498 | 0.11% | 106 |
|
|
2024
Q4 | $794K | Sell |
3,017
-169
| -5% | -$44.5K | 0.11% | 102 |
|
|
2024
Q3 | $704K | Sell |
3,186
-50
| -2% | -$11.1K | 0.1% | 109 |
|
|
2024
Q2 | $560K | Sell |
3,236
-117
| -3% | -$20.2K | 0.08% | 126 |
|
|
2024
Q1 | $640K | Sell |
3,353
-141
| -4% | -$26.9K | 0.1% | 115 |
|
|
2023
Q4 | $571K | Sell |
3,494
-5
| -0.1% | -$818 | 0.1% | 118 |
|
|
2023
Q3 | $491K | Buy |
3,499
+16
| +0.5% | +$2.24K | 0.1% | 125 |
|
|
2023
Q2 | $466K | Sell |
3,483
-737
| -17% | -$98.6K | 0.1% | 125 |
|
|
2023
Q1 | $553K | Sell |
4,220
-45
| -1% | -$5.9K | 0.13% | 103 |
|
|
2022
Q4 | $601K | Buy |
4,265
+191
| +5% | +$26.9K | 0.15% | 90 |
|
|
2022
Q3 | $564K | Buy |
4,074
+533
| +15% | +$73.8K | 0.15% | 91 |
|
|
2022
Q2 | $500K | Buy |
3,541
+82
| +2% | +$11.6K | 0.15% | 100 |
|
|
2022
Q1 | $450K | Sell |
3,459
-388
| -10% | -$50.5K | 0.14% | 108 |
|
|
2021
Q4 | $514K | Sell |
3,847
-226
| -6% | -$30.2K | 0.16% | 95 |
|
|
2021
Q3 | $566K | Buy |
4,073
+3
| +0.1% | +$417 | 0.19% | 78 |
|
|
2021
Q2 | $597K | Buy |
4,070
+222
| +6% | +$32.6K | 0.21% | 72 |
|
|
2021
Q1 | $513K | Sell |
3,848
-100
| -3% | -$13.3K | 0.2% | 81 |
|
|
2020
Q4 | $497K | Buy |
3,948
+593
| +18% | +$74.7K | 0.22% | 67 |
|
|
2020
Q3 | $408K | Sell |
3,355
-21
| -0.6% | -$2.55K | 0.2% | 73 |
|
|
2020
Q2 | $408K | Sell |
3,376
-415
| -11% | -$50.2K | 0.22% | 68 |
|
|
2020
Q1 | $421K | Buy |
3,791
+49
| +1% | +$5.44K | 0.28% | 58 |
|
|
2019
Q4 | $502K | Buy |
3,742
+3
| +0.1% | +$402 | 0.28% | 61 |
|
|
2019
Q3 | $544K | Buy |
3,739
+2
| +0.1% | +$291 | 0.33% | 59 |
|
|
2019
Q2 | $515K | Buy |
3,737
+95
| +3% | +$13.1K | 0.31% | 62 |
|
|
2019
Q1 | $514K | Buy |
3,642
+284
| +8% | +$40.1K | 0.33% | 56 |
|
|
2018
Q4 | $382K | Sell |
3,358
-644
| -16% | -$73.3K | 0.27% | 70 |
|
|
2018
Q3 | $580K | Sell |
4,002
-96
| -2% | -$13.9K | 0.39% | 49 |
|
|
2018
Q2 | $572K | Sell |
4,098
-359
| -8% | -$50.1K | 0.42% | 46 |
|
|
2018
Q1 | $684K | Buy |
4,457
+284
| +7% | +$43.6K | 0.52% | 36 |
|
|
2017
Q4 | $640K | Buy |
+4,173
| New | +$640K | 0.58% | 39 |
|