BAM
BOS Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Hold |
1,928
| – | – | 0.18% | 92 |
|
|
2025
Q1 | $479K | Hold |
1,928
| – | – | 0.16% | 97 |
|
|
2024
Q4 | $424K | Sell |
1,928
-56
| -3% | -$12.3K | 0.15% | 102 |
|
|
2024
Q3 | $439K | Hold |
1,984
| – | – | 0.16% | 94 |
|
|
2024
Q2 | $343K | Sell |
1,984
-35
| -2% | -$6.05K | 0.16% | 98 |
|
|
2024
Q1 | $386K | Hold |
2,019
| – | – | 0.2% | 78 |
|
|
2023
Q4 | $330K | Hold |
2,019
| – | – | 0.23% | 99 |
|
|
2023
Q3 | $283K | Hold |
2,019
| – | – | 0.21% | 104 |
|
|
2023
Q2 | $270K | Hold |
2,019
| – | – | 0.21% | 98 |
|
|
2023
Q1 | $265K | Hold |
2,019
| – | – | 0.22% | 100 |
|
|
2022
Q4 | $284K | Buy |
+2,019
| New | +$284K | 0.25% | 92 |
|