BFO
Biltmore Family Office’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
6,537
+1
| +0% | +$295 | 0.33% | 57 |
|
|
2025
Q1 | $1.63M | Hold |
6,536
| – | – | 0.28% | 63 |
|
|
2024
Q4 | $1.44M | Buy |
6,536
+333
| +5% | +$73.2K | 0.24% | 67 |
|
|
2024
Q3 | $1.37M | Buy |
6,203
+20
| +0.3% | +$4.42K | 0.23% | 72 |
|
|
2024
Q2 | $1.07M | Hold |
6,183
| – | – | 0.2% | 78 |
|
|
2024
Q1 | $1.18M | Hold |
6,183
| – | – | 0.23% | 73 |
|
|
2023
Q4 | $1.01M | Hold |
6,183
| – | – | 0.21% | 71 |
|
|
2023
Q3 | $867K | Buy |
6,183
+3,036
| +96% | +$426K | 0.2% | 77 |
|
|
2023
Q2 | $421K | Sell |
3,147
-54
| -2% | -$7.23K | 0.09% | 123 |
|
|
2023
Q1 | $420K | Buy |
3,201
+12
| +0.4% | +$1.57K | 0.09% | 148 |
|
|
2022
Q4 | $449K | Sell |
3,189
-2
| -0.1% | -$282 | 0.09% | 135 |
|
|
2022
Q3 | $379K | Buy |
3,191
+44
| +1% | +$5.23K | 0.09% | 120 |
|
|
2022
Q2 | $444K | Hold |
3,147
| – | – | 0.11% | 115 |
|
|
2022
Q1 | $409K | Sell |
3,147
-11,824
| -79% | -$1.54M | 0.09% | 133 |
|
|
2021
Q4 | $2M | Buy |
14,971
+11,633
| +349% | +$1.55M | 0.38% | 50 |
|
|
2021
Q3 | $464K | Hold |
3,338
| – | – | 0.11% | 109 |
|
|
2021
Q2 | $489K | Hold |
3,338
| – | – | 0.14% | 100 |
|
|
2021
Q1 | $445K | Sell |
3,338
-367
| -10% | -$48.9K | 0.14% | 102 |
|
|
2020
Q4 | $466K | Buy |
3,705
+312
| +9% | +$39.2K | 0.14% | 95 |
|
|
2020
Q3 | $413K | Sell |
3,393
-5,623
| -62% | -$684K | 0.23% | 89 |
|
|
2020
Q2 | $1.09M | Hold |
9,016
| – | – | 0.66% | 39 |
|
|
2020
Q1 | $1M | Sell |
9,016
-13,148
| -59% | -$1.46M | 0.66% | 37 |
|
|
2019
Q4 | $2.97M | Sell |
22,164
-297
| -1% | -$39.8K | 1.19% | 28 |
|
|
2019
Q3 | $3.27M | Buy |
22,461
+6,707
| +43% | +$975K | 1.41% | 19 |
|
|
2019
Q2 | $2.17M | Sell |
15,754
-55
| -0.3% | -$7.58K | 1.18% | 28 |
|
|
2019
Q1 | $2.23M | Buy |
15,809
+200
| +1% | +$28.2K | 1.13% | 29 |
|
|
2018
Q4 | $1.77M | Buy |
15,609
+280
| +2% | +$31.8K | 1% | 35 |
|
|
2018
Q3 | $2.32M | Hold |
15,329
| – | – | 1.1% | 30 |
|
|
2018
Q2 | $2.14M | Hold |
15,329
| – | – | 1.07% | 30 |
|
|
2018
Q1 | $2.35M | Hold |
15,329
| – | – | 1.05% | 31 |
|
|
2017
Q4 | $2.35M | Buy |
+15,329
| New | +$2.35M | 1.06% | 34 |
|