BDFN
Bond & Devick Financial Network’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Hold |
2,865
| – | – | 0.28% | 59 |
|
|
2025
Q1 | $712K | Sell |
2,865
-250
| -8% | -$62.2K | 0.26% | 60 |
|
|
2024
Q4 | $689K | Hold |
3,115
| – | – | 0.29% | 64 |
|
|
2024
Q3 | $689K | Buy |
3,115
+325
| +12% | +$71.9K | 0.29% | 64 |
|
|
2024
Q2 | $483K | Sell |
2,790
-1,025
| -27% | -$177K | 0.26% | 81 |
|
|
2024
Q1 | $729K | Sell |
3,815
-40
| -1% | -$7.64K | 0.4% | 53 |
|
|
2023
Q4 | $630K | Sell |
3,855
-100
| -3% | -$16.4K | 0.36% | 54 |
|
|
2023
Q3 | $555K | Sell |
3,955
-200
| -5% | -$28.1K | 0.36% | 54 |
|
|
2023
Q2 | $556K | Sell |
4,155
-80
| -2% | -$10.7K | 0.35% | 60 |
|
|
2023
Q1 | $555K | Hold |
4,235
| – | – | 0.35% | 57 |
|
|
2022
Q4 | $597K | Sell |
4,235
-250
| -6% | -$35.2K | 0.43% | 50 |
|
|
2022
Q3 | $533K | Sell |
4,485
-50
| -1% | -$5.94K | 0.44% | 49 |
|
|
2022
Q2 | $640K | Sell |
4,535
-70
| -2% | -$9.88K | 0.56% | 46 |
|
|
2022
Q1 | $599K | Sell |
4,605
-425
| -8% | -$55.3K | 0.48% | 51 |
|
|
2021
Q4 | $672K | Sell |
5,030
-100
| -2% | -$13.4K | 0.5% | 47 |
|
|
2021
Q3 | $713K | Sell |
5,130
-10
| -0.2% | -$1.39K | 0.59% | 41 |
|
|
2021
Q2 | $753K | Sell |
5,140
-123
| -2% | -$18K | 0.62% | 40 |
|
|
2021
Q1 | $701K | Buy |
5,263
+930
| +21% | +$124K | 0.65% | 38 |
|
|
2020
Q4 | $545K | Buy |
+4,333
| New | +$545K | 0.62% | 45 |
|