BFA
Benedict Financial Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
3,755
+2
| +0.1% | +$590 | 0.25% | 94 |
|
|
2025
Q1 | $933K | Sell |
3,753
-1,041
| -22% | -$259K | 0.22% | 96 |
|
|
2024
Q4 | $1.05M | Buy |
4,794
+327
| +7% | +$71.9K | 0.26% | 92 |
|
|
2024
Q3 | $988K | Buy |
4,467
+1,525
| +52% | +$337K | 0.23% | 96 |
|
|
2024
Q2 | $509K | Buy |
2,942
+1,300
| +79% | +$225K | 0.13% | 107 |
|
|
2024
Q1 | $314K | Buy |
1,642
+273
| +20% | +$52.1K | 0.08% | 115 |
|
|
2023
Q4 | $224K | Buy |
+1,369
| New | +$224K | 0.06% | 121 |
|
|
2016
Q1 | – | Sell |
-4,770
| Closed | -$656K | – | 98 |
|
|
2015
Q4 | $656K | Sell |
4,770
-47
| -1% | -$6.46K | 0.42% | 60 |
|
|
2015
Q3 | $698K | Buy |
4,817
+56
| +1% | +$8.12K | 0.48% | 60 |
|
|
2015
Q2 | $770K | Buy |
4,761
+51
| +1% | +$8.25K | 0.5% | 59 |
|
|
2015
Q1 | $765K | Buy |
4,710
+18
| +0.4% | +$2.92K | 0.49% | 59 |
|
|
2014
Q4 | $735K | Buy |
+4,692
| New | +$735K | 0.48% | 59 |
|