BAM
Belpointe Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
7,298
+255
| +4% | +$75.2K | 0.09% | 195 |
|
|
2025
Q1 | $1.75M | Sell |
7,043
-41
| -0.6% | -$10.2K | 0.09% | 207 |
|
|
2024
Q4 | $1.43M | Buy |
7,084
+59
| +0.8% | +$11.9K | 0.09% | 231 |
|
|
2024
Q3 | $1.55M | Sell |
7,025
-2,563
| -27% | -$567K | 0.09% | 218 |
|
|
2024
Q2 | $1.66M | Buy |
9,588
+531
| +6% | +$91.8K | 0.12% | 174 |
|
|
2024
Q1 | $1.73M | Buy |
9,057
+2,307
| +34% | +$441K | 0.13% | 145 |
|
|
2023
Q4 | $1.1M | Sell |
6,750
-257
| -4% | -$42K | 0.1% | 200 |
|
|
2023
Q3 | $983K | Buy |
7,007
+2,089
| +42% | +$293K | 0.1% | 200 |
|
|
2023
Q2 | $658K | Sell |
4,918
-13,624
| -73% | -$1.82M | 0.07% | 256 |
|
|
2023
Q1 | $2.43M | Sell |
18,542
-1,738
| -9% | -$228K | 0.13% | 155 |
|
|
2022
Q4 | $2.86M | Sell |
20,280
-4,918
| -20% | -$693K | 0.17% | 115 |
|
|
2022
Q3 | $2.99M | Buy |
25,198
+7,025
| +39% | +$835K | 0.2% | 94 |
|
|
2022
Q2 | $2.57M | Buy |
18,173
+1,111
| +7% | +$157K | 0.17% | 123 |
|
|
2022
Q1 | $2.22M | Buy |
17,062
+2,211
| +15% | +$288K | 0.13% | 159 |
|
|
2021
Q4 | $1.99M | Buy |
14,851
+4,785
| +48% | +$640K | 0.12% | 166 |
|
|
2021
Q3 | $1.4M | Sell |
10,066
-68
| -0.7% | -$9.44K | 0.1% | 229 |
|
|
2021
Q2 | $1.49M | Buy |
10,134
+36
| +0.4% | +$5.28K | 0.11% | 206 |
|
|
2021
Q1 | $1.35M | Buy |
10,098
+2,473
| +32% | +$330K | 0.12% | 192 |
|
|
2020
Q4 | $960K | Buy |
7,625
+1,035
| +16% | +$130K | 0.09% | 258 |
|
|
2020
Q3 | $802K | Buy |
6,590
+110
| +2% | +$13.4K | 0.09% | 246 |
|
|
2020
Q2 | $782K | Buy |
6,480
+342
| +6% | +$41.3K | 0.1% | 209 |
|
|
2020
Q1 | $681K | Sell |
6,138
-1,747
| -22% | -$194K | 0.12% | 202 |
|
|
2019
Q4 | $1.06M | Buy |
7,885
+1,796
| +29% | +$241K | 0.13% | 170 |
|
|
2019
Q3 | $885K | Buy |
6,089
+418
| +7% | +$60.8K | 0.14% | 157 |
|
|
2019
Q2 | $782K | Sell |
5,671
-474
| -8% | -$65.4K | 0.15% | 141 |
|
|
2019
Q1 | $867K | Buy |
6,145
+1,732
| +39% | +$244K | 0.17% | 103 |
|
|
2018
Q4 | $502K | Sell |
4,413
-942
| -18% | -$107K | 0.13% | 176 |
|
|
2018
Q3 | $810K | Buy |
5,355
+2,211
| +70% | +$334K | 0.13% | 162 |
|
|
2018
Q2 | $439K | Sell |
3,144
-1,020
| -24% | -$142K | 0.12% | 193 |
|
|
2018
Q1 | $639K | Sell |
4,164
-1,572
| -27% | -$241K | 0.19% | 111 |
|
|
2017
Q4 | $880K | Sell |
5,736
-1,428
| -20% | -$219K | 0.19% | 111 |
|
|
2017
Q3 | $1.04M | Buy |
+7,164
| New | +$1.04M | 0.24% | 93 |
|