BCFD
Boit C.F. David’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Hold |
3,584
| – | – | 0.51% | 40 |
|
|
2025
Q1 | $891K | Hold |
3,584
| – | – | 0.45% | 40 |
|
|
2024
Q4 | $788K | Hold |
3,584
| – | – | 0.32% | 49 |
|
|
2024
Q3 | $788K | Hold |
3,584
| – | – | 0.39% | 45 |
|
|
2024
Q2 | $620K | Hold |
3,584
| – | – | 0.32% | 55 |
|
|
2024
Q1 | $589K | Hold |
3,584
| – | – | 0.32% | 52 |
|
|
2023
Q4 | $574K | Buy |
3,584
+88
| +3% | +$14.1K | 0.32% | 51 |
|
|
2023
Q3 | $492K | Hold |
3,496
| – | – | 0.34% | 51 |
|
|
2023
Q2 | $468K | Hold |
3,496
| – | – | 0.31% | 52 |
|
|
2023
Q1 | $442K | Hold |
3,496
| – | – | 0.3% | 52 |
|
|
2022
Q4 | $493K | Hold |
3,496
| – | – | 0.35% | 48 |
|
|
2022
Q3 | $415K | Buy |
+3,496
| New | +$415K | 0.34% | 50 |
|
|
2022
Q1 | $455K | Sell |
3,496
-288
| -8% | -$37.5K | 0.3% | 54 |
|
|
2021
Q4 | $506K | Hold |
3,784
| – | – | 0.32% | 55 |
|
|
2021
Q3 | $542K | Buy |
3,784
+200
| +6% | +$28.6K | 0.37% | 49 |
|
|
2021
Q2 | $525K | Buy |
+3,584
| New | +$525K | 0.4% | 46 |
|