BFWA
Benchmark Financial Wealth Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Buy |
838
+22
| +3% | +$6.48K | 0.08% | 98 |
|
|
2025
Q1 | $203K | Buy |
+816
| New | +$203K | 0.08% | 97 |
|
|
2022
Q4 | – | Sell |
-2,309
| Closed | -$274K | – | 71 |
|
|
2022
Q3 | $274K | Buy |
2,309
+95
| +4% | +$11.3K | 0.16% | 55 |
|
|
2022
Q2 | $313K | Buy |
2,214
+25
| +1% | +$3.53K | 0.16% | 45 |
|
|
2022
Q1 | $285K | Hold |
2,189
| – | – | 0.12% | 61 |
|
|
2021
Q4 | $293K | Buy |
2,189
+13
| +0.6% | +$1.74K | 0.12% | 57 |
|
|
2021
Q3 | $302K | Sell |
2,176
-148
| -6% | -$20.5K | 0.14% | 49 |
|
|
2021
Q2 | $341K | Buy |
2,324
+1
| +0% | +$147 | 0.16% | 45 |
|
|
2021
Q1 | $310K | Sell |
2,323
-23
| -1% | -$3.07K | 0.17% | 44 |
|
|
2020
Q4 | $295K | Buy |
2,346
+2
| +0.1% | +$251 | 0.16% | 46 |
|
|
2020
Q3 | $285K | Buy |
2,344
+2
| +0.1% | +$243 | 0.18% | 44 |
|
|
2020
Q2 | $283K | Buy |
2,342
+27
| +1% | +$3.26K | 0.21% | 39 |
|
|
2020
Q1 | $257K | Buy |
2,315
+2
| +0.1% | +$222 | 0.26% | 31 |
|
|
2019
Q4 | $310K | Buy |
2,313
+2
| +0.1% | +$268 | 0.26% | 30 |
|
|
2019
Q3 | $336K | Buy |
2,311
+2
| +0.1% | +$291 | 0.33% | 24 |
|
|
2019
Q2 | $318K | Sell |
2,309
-224
| -9% | -$30.9K | 0.31% | 26 |
|
|
2019
Q1 | $357K | Buy |
2,533
+28
| +1% | +$3.95K | 0.37% | 23 |
|
|
2018
Q4 | $285K | Buy |
+2,505
| New | +$285K | 0.35% | 24 |
|