BFEC
Benjamin F. Edwards & Company’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $15.1M | Buy |
87,392
+421
| +0.5% | +$72.8K | 0.27% | 110 |
|
|
2024
Q1 | $16.6M | Sell |
86,971
-3,705
| -4% | -$708K | 0.3% | 96 |
|
|
2023
Q4 | $14.8M | Buy |
90,676
+59,902
| +195% | +$9.8M | 0.3% | 98 |
|
|
2023
Q3 | $4.32M | Sell |
30,774
-4,109
| -12% | -$577K | 0.17% | 118 |
|
|
2023
Q2 | $4.67M | Buy |
34,883
+363
| +1% | +$48.6K | 0.18% | 122 |
|
|
2023
Q1 | $4.53M | Sell |
34,520
-1,737
| -5% | -$228K | 0.19% | 121 |
|
|
2022
Q4 | $5.11M | Buy |
36,257
+787
| +2% | +$111K | 0.23% | 104 |
|
|
2022
Q3 | $4.21M | Sell |
35,470
-328
| -0.9% | -$39K | 0.21% | 108 |
|
|
2022
Q2 | $5.05M | Buy |
35,798
+3,779
| +12% | +$534K | 0.24% | 98 |
|
|
2022
Q1 | $4.16M | Buy |
32,019
+4,492
| +16% | +$584K | 0.19% | 121 |
|
|
2021
Q4 | $3.68M | Buy |
27,527
+3,043
| +12% | +$407K | 0.16% | 143 |
|
|
2021
Q3 | $3.4M | Sell |
24,484
-2,857
| -10% | -$397K | 0.17% | 135 |
|
|
2021
Q2 | $4.01M | Sell |
27,341
-1,228
| -4% | -$180K | 0.2% | 116 |
|
|
2021
Q1 | $3.81M | Buy |
28,569
+1,516
| +6% | +$202K | 0.21% | 123 |
|
|
2020
Q4 | $3.41M | Sell |
27,053
-794
| -3% | -$99.9K | 0.2% | 125 |
|
|
2020
Q3 | $3.39M | Sell |
27,847
-700
| -2% | -$85.2K | 0.23% | 111 |
|
|
2020
Q2 | $3.45M | Sell |
28,547
-4,523
| -14% | -$546K | 0.25% | 100 |
|
|
2020
Q1 | $3.67M | Sell |
33,070
-378
| -1% | -$41.9K | 0.31% | 82 |
|
|
2019
Q4 | $4.48M | Buy |
33,448
+6,273
| +23% | +$841K | 0.32% | 80 |
|
|
2019
Q3 | $3.95M | Sell |
27,175
-1,981
| -7% | -$288K | 0.31% | 77 |
|
|
2019
Q2 | $4.02M | Buy |
29,156
+2,081
| +8% | +$287K | 0.34% | 72 |
|
|
2019
Q1 | $3.82M | Buy |
27,075
+5,175
| +24% | +$730K | 0.35% | 66 |
|
|
2018
Q4 | $2.49M | Sell |
21,900
-22,940
| -51% | -$2.61M | 0.26% | 90 |
|
|
2018
Q3 | $6.78M | Sell |
44,840
-2,350
| -5% | -$355K | 0.64% | 34 |
|
|
2018
Q2 | $6.59M | Buy |
47,190
+1,627
| +4% | +$227K | 0.65% | 29 |
|
|
2018
Q1 | $6.99M | Buy |
45,563
+1,706
| +4% | +$262K | 0.71% | 24 |
|
|
2017
Q4 | $6.73M | Buy |
43,857
+3,418
| +8% | +$524K | 0.7% | 28 |
|
|
2017
Q3 | $5.87M | Buy |
40,439
+1,494
| +4% | +$217K | 0.71% | 27 |
|
|
2017
Q2 | $5.99M | Buy |
38,945
+1,728
| +5% | +$266K | 0.78% | 24 |
|
|
2017
Q1 | $6.48M | Buy |
37,217
+1,983
| +6% | +$345K | 0.95% | 20 |
|
|
2016
Q4 | $5.85M | Buy |
35,234
+509
| +1% | +$84.5K | 0.96% | 24 |
|
|
2016
Q3 | $5.52M | Buy |
34,725
+397
| +1% | +$63.1K | 0.98% | 22 |
|
|
2016
Q2 | $5.21M | Sell |
34,328
-1,687
| -5% | -$256K | 1.02% | 20 |
|
|
2016
Q1 | $5.45M | Buy |
36,015
+842
| +2% | +$128K | 1.13% | 18 |
|
|
2015
Q4 | $4.84M | Buy |
35,173
+1,346
| +4% | +$185K | 1.04% | 20 |
|
|
2015
Q3 | $4.9M | Buy |
33,827
+1,394
| +4% | +$202K | 1.07% | 18 |
|
|
2015
Q2 | $5.28M | Sell |
32,433
-133
| -0.4% | -$21.6K | 1.05% | 21 |
|
|
2015
Q1 | $5.23M | Buy |
32,566
+1,471
| +5% | +$236K | 1.1% | 19 |
|
|
2014
Q4 | $4.99M | Buy |
31,095
+242
| +0.8% | +$38.8K | 1.16% | 15 |
|
|
2014
Q3 | $5.86M | Buy |
30,853
+292
| +1% | +$55.4K | 1.46% | 9 |
|
|
2014
Q2 | $5.54M | Buy |
30,561
+362
| +1% | +$65.6K | 1.41% | 11 |
|
|
2014
Q1 | $5.81M | Buy |
30,199
+27,705
| +1,111% | +$5.33M | 1.59% | 10 |
|
|
2013
Q4 | $468K | Sell |
2,494
-20
| -0.8% | -$3.75K | 0.16% | 155 |
|
|
2013
Q3 | $466K | Sell |
2,514
-39
| -2% | -$7.23K | 0.17% | 143 |
|
|
2013
Q2 | $488K | Buy |
+2,553
| New | +$488K | 0.2% | 131 |
|