BAM
Bosun Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $825K | Sell |
2,800
-324
| -10% | -$95.5K | 0.25% | 84 |
|
|
2025
Q1 | $777K | Buy |
3,124
+105
| +3% | +$26.1K | 0.33% | 69 |
|
|
2024
Q4 | $664K | Sell |
3,019
-156
| -5% | -$34.3K | 0.29% | 100 |
|
|
2024
Q3 | $702K | Sell |
3,175
-25
| -0.8% | -$5.53K | 0.33% | 89 |
|
|
2024
Q2 | $553K | Sell |
3,200
-120
| -4% | -$20.8K | 0.33% | 81 |
|
|
2024
Q1 | $634K | Buy |
3,320
+85
| +3% | +$16.2K | 0.36% | 94 |
|
|
2023
Q4 | $529K | Buy |
3,235
+1,135
| +54% | +$186K | 0.53% | 52 |
|
|
2023
Q3 | $295K | Hold |
2,100
| – | – | 0.32% | 64 |
|
|
2023
Q2 | $281K | Buy |
+2,100
| New | +$281K | 0.28% | 68 |
|
|
2022
Q3 | – | Sell |
-1,953
| Closed | -$276K | – | 68 |
|
|
2022
Q2 | $276K | Buy |
+1,953
| New | +$276K | 0.38% | 49 |
|