BFIC
Bedell Frazier Investment Counselling’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.71M | Sell |
32,931
-274
| -0.8% | -$80.8K | 2.44% | 12 |
|
|
2025
Q1 | $8.26M | Sell |
33,205
-7,029
| -17% | -$1.75M | 2.1% | 14 |
|
|
2024
Q4 | $8.84M | Sell |
40,234
-1,174
| -3% | -$258K | 2.19% | 12 |
|
|
2024
Q3 | $9.15M | Sell |
41,408
-1,527
| -4% | -$338K | 2.19% | 13 |
|
|
2024
Q2 | $7.43M | Buy |
42,935
+3,302
| +8% | +$571K | 1.79% | 17 |
|
|
2024
Q1 | $7.57M | Sell |
39,633
-858
| -2% | -$164K | 1.89% | 15 |
|
|
2023
Q4 | $6.62M | Buy |
40,491
+23,531
| +139% | +$3.85M | 1.82% | 19 |
|
|
2023
Q3 | $2.38M | Hold |
16,960
| – | – | 0.71% | 38 |
|
|
2023
Q2 | $2.27M | Hold |
16,960
| – | – | 0.66% | 35 |
|
|
2023
Q1 | $2.22M | Sell |
16,960
-206
| -1% | -$27K | 0.65% | 36 |
|
|
2022
Q4 | $2.42M | Sell |
17,166
-237
| -1% | -$33.4K | 0.63% | 37 |
|
|
2022
Q3 | $2.07M | Buy |
17,403
+13,740
| +375% | +$1.63M | 0.58% | 40 |
|
|
2022
Q2 | $517K | Buy |
3,663
+30
| +0.8% | +$4.23K | 0.16% | 57 |
|
|
2022
Q1 | $472K | Buy |
3,633
+603
| +20% | +$78.3K | 0.12% | 69 |
|
|
2021
Q4 | $405K | Buy |
3,030
+455
| +18% | +$60.8K | 0.1% | 79 |
|
|
2021
Q3 | $358K | Buy |
2,575
+150
| +6% | +$20.9K | 0.1% | 75 |
|
|
2021
Q2 | $355K | Buy |
2,425
+775
| +47% | +$113K | 0.09% | 78 |
|
|
2021
Q1 | $220K | Buy |
+1,650
| New | +$220K | 0.06% | 85 |
|
|
2017
Q1 | – | Sell |
-30,510
| Closed | -$5.06M | – | 47 |
|
|
2016
Q4 | $5.06M | Buy |
30,510
+28,690
| +1,576% | +$4.76M | 1.99% | 24 |
|
|
2016
Q3 | $289K | Sell |
1,820
-200
| -10% | -$31.8K | 0.12% | 44 |
|
|
2016
Q2 | $307K | Buy |
2,020
+50
| +3% | +$7.6K | 0.15% | 37 |
|
|
2016
Q1 | $298K | Hold |
1,970
| – | – | 0.15% | 39 |
|
|
2015
Q4 | $271K | Hold |
1,970
| – | – | 0.13% | 44 |
|
|
2015
Q3 | $286K | Buy |
+1,970
| New | +$286K | 0.17% | 43 |
|
|
2014
Q1 | – | Sell |
-43,854
| Closed | -$8.23M | – | 56 |
|
|
2013
Q4 | $8.23M | Sell |
43,854
-1,940
| -4% | -$364K | 3.86% | 4 |
|
|
2013
Q3 | $8.48M | Buy |
45,794
+51
| +0.1% | +$9.44K | 4.07% | 4 |
|
|
2013
Q2 | $8.65M | Buy |
+45,743
| New | +$8.65M | 4.29% | 4 |
|