BBPWM
Blue Bell Private Wealth Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Buy |
509
+12
| +2% | +$3.54K | 0.03% | 267 |
|
|
2025
Q1 | $124K | Hold |
497
| – | – | 0.02% | 271 |
|
|
2024
Q4 | $109K | Hold |
497
| – | – | 0.02% | 267 |
|
|
2024
Q3 | $110K | Hold |
497
| – | – | 0.02% | 267 |
|
|
2024
Q2 | $86K | Hold |
497
| – | – | 0.02% | 288 |
|
|
2024
Q1 | $94.9K | Buy |
497
+2
| +0.4% | +$382 | 0.02% | 264 |
|
|
2023
Q4 | $81K | Buy |
495
+145
| +41% | +$23.7K | 0.02% | 257 |
|
|
2023
Q3 | $49.1K | Hold |
350
| – | – | 0.01% | 260 |
|
|
2023
Q2 | $46.8K | Buy |
350
+140
| +67% | +$18.7K | 0.01% | 264 |
|
|
2023
Q1 | $27.5K | Hold |
210
| – | – | 0.01% | 287 |
|
|
2022
Q4 | $29.6K | Hold |
210
| – | – | 0.01% | 270 |
|
|
2022
Q3 | $25K | Sell |
210
-1
| -0.5% | -$119 | 0.01% | 274 |
|
|
2022
Q2 | $30K | Sell |
211
-4
| -2% | -$569 | 0.01% | 261 |
|
|
2022
Q1 | $28K | Hold |
215
| – | – | 0.01% | 280 |
|
|
2021
Q4 | $29K | Buy |
+215
| New | +$29K | 0.01% | 257 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 177 |
|
|
2016
Q4 | – | Sell |
-2,890
| Closed | -$460K | – | 326 |
|
|
2016
Q3 | $460K | Sell |
2,890
-50
| -2% | -$7.96K | 0.27% | 54 |
|
|
2016
Q2 | $447K | Sell |
2,940
-489
| -14% | -$74.3K | 0.29% | 51 |
|
|
2016
Q1 | $519K | Buy |
3,429
+239
| +7% | +$36.2K | 0.35% | 55 |
|
|
2015
Q4 | $439K | Sell |
3,190
-100
| -3% | -$13.8K | 0.3% | 59 |
|
|
2015
Q3 | $477K | Hold |
3,290
| – | – | 0.33% | 54 |
|
|
2015
Q2 | $535K | Hold |
3,290
| – | – | 0.32% | 48 |
|
|
2015
Q1 | $528K | Sell |
3,290
-45
| -1% | -$7.22K | 0.32% | 52 |
|
|
2014
Q4 | $535K | Sell |
3,335
-150
| -4% | -$24.1K | 0.31% | 56 |
|
|
2014
Q3 | $662K | Buy |
3,485
+1
| +0% | +$190 | 0.4% | 41 |
|
|
2014
Q2 | $632K | Hold |
3,484
| – | – | 0.38% | 45 |
|
|
2014
Q1 | $671K | Hold |
3,484
| – | – | 0.45% | 40 |
|
|
2013
Q4 | $653K | Buy |
+3,484
| New | +$653K | 0.5% | 39 |
|