BFSG LLC’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
703
+1
| +0.1% | +$295 | 0.02% | 249 |
|
|
2025
Q1 | $175K | Buy |
702
+2
| +0.3% | +$497 | 0.02% | 250 |
|
|
2024
Q4 | $154K | Sell |
700
-185
| -21% | -$40.7K | 0.02% | 266 |
|
|
2024
Q3 | $196K | Hold |
885
| – | – | 0.02% | 253 |
|
|
2024
Q2 | $153K | Buy |
885
+5
| +0.6% | +$865 | 0.02% | 259 |
|
|
2024
Q1 | $168K | Hold |
880
| – | – | 0.02% | 254 |
|
|
2023
Q4 | $144K | Buy |
+880
| New | +$144K | 0.02% | 272 |
|
|
2017
Q3 | – | Sell |
-1,982
| Closed | -$292K | – | 147 |
|
|
2017
Q2 | $292K | Sell |
1,982
-1,261
| -39% | -$186K | 0.14% | 91 |
|
|
2017
Q1 | $540K | Buy |
+3,243
| New | +$540K | 0.27% | 77 |
|