BFA
Bragg Financial Advisors’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Sell |
65,252
-1,695
| -3% | -$500K | 0.69% | 52 |
|
|
2025
Q1 | $16.6M | Sell |
66,947
-795
| -1% | -$198K | 0.68% | 51 |
|
|
2024
Q4 | $14.9M | Buy |
67,742
+858
| +1% | +$189K | 0.6% | 63 |
|
|
2024
Q3 | $14.8M | Buy |
66,884
+2,501
| +4% | +$553K | 0.61% | 63 |
|
|
2024
Q2 | $11.1M | Buy |
64,383
+1,482
| +2% | +$256K | 0.5% | 81 |
|
|
2024
Q1 | $12M | Buy |
62,901
+443
| +0.7% | +$84.6K | 0.54% | 81 |
|
|
2023
Q4 | $10.2M | Buy |
62,458
+2,297
| +4% | +$376K | 0.49% | 83 |
|
|
2023
Q3 | $8.44M | Buy |
60,161
+1,962
| +3% | +$275K | 0.45% | 88 |
|
|
2023
Q2 | $7.79M | Buy |
58,199
+4,291
| +8% | +$574K | 0.43% | 91 |
|
|
2023
Q1 | $7.07M | Buy |
53,908
+320
| +0.6% | +$41.9K | 0.42% | 94 |
|
|
2022
Q4 | $7.55M | Buy |
53,588
+1,746
| +3% | +$246K | 0.46% | 87 |
|
|
2022
Q3 | $6.16M | Buy |
51,842
+1,892
| +4% | +$225K | 0.42% | 97 |
|
|
2022
Q2 | $7.05M | Buy |
49,950
+3,700
| +8% | +$522K | 0.47% | 91 |
|
|
2022
Q1 | $6.01M | Buy |
46,250
+5,786
| +14% | +$752K | 0.35% | 101 |
|
|
2021
Q4 | $5.62M | Hold |
40,464
| – | – | 0.36% | 100 |
|
|
2021
Q3 | $5.62M | Buy |
40,464
+1,608
| +4% | +$223K | 0.36% | 100 |
|
|
2021
Q2 | $5.7M | Buy |
38,856
+1,716
| +5% | +$252K | 0.36% | 101 |
|
|
2021
Q1 | $4.95M | Buy |
37,140
+1,590
| +4% | +$212K | 0.33% | 106 |
|
|
2020
Q4 | $4.48M | Buy |
35,550
+3,430
| +11% | +$432K | 0.39% | 88 |
|
|
2020
Q3 | $3.91M | Buy |
32,120
+2,252
| +8% | +$274K | 0.4% | 84 |
|
|
2020
Q2 | $3.61M | Buy |
29,868
+3,322
| +13% | +$401K | 0.4% | 89 |
|
|
2020
Q1 | $2.95M | Buy |
26,546
+2,500
| +10% | +$277K | 0.4% | 89 |
|
|
2019
Q4 | $3.22M | Sell |
24,046
-1,182
| -5% | -$158K | 0.36% | 93 |
|
|
2019
Q3 | $3.67M | Sell |
25,228
-258
| -1% | -$37.5K | 0.45% | 81 |
|
|
2019
Q2 | $3.52M | Sell |
25,486
-998
| -4% | -$138K | 0.43% | 81 |
|
|
2019
Q1 | $3.74M | Sell |
26,484
-1,896
| -7% | -$268K | 0.49% | 73 |
|
|
2018
Q4 | $3.23M | Sell |
28,380
-7,936
| -22% | -$902K | 0.49% | 68 |
|
|
2018
Q3 | $5.49M | Sell |
36,316
-258
| -0.7% | -$39K | 0.74% | 45 |
|
|
2018
Q2 | $5.11M | Buy |
36,574
+501
| +1% | +$70K | 0.73% | 44 |
|
|
2018
Q1 | $5.54M | Sell |
36,073
-2,774
| -7% | -$426K | 0.81% | 41 |
|
|
2017
Q4 | $5.96M | Sell |
38,847
-2,320
| -6% | -$356K | 0.86% | 36 |
|
|
2017
Q3 | $5.97M | Sell |
41,167
-3,757
| -8% | -$545K | 0.92% | 32 |
|
|
2017
Q2 | $6.91M | Sell |
44,924
-172
| -0.4% | -$26.5K | 1.09% | 18 |
|
|
2017
Q1 | $7.85M | Buy |
45,096
+3,224
| +8% | +$561K | 1.26% | 5 |
|
|
2016
Q4 | $6.95M | Buy |
41,872
+2,173
| +5% | +$361K | 1.15% | 9 |
|
|
2016
Q3 | $6.31M | Sell |
39,699
-57
| -0.1% | -$9.05K | 1.13% | 14 |
|
|
2016
Q2 | $6.03M | Buy |
39,756
+1,090
| +3% | +$165K | 1.09% | 14 |
|
|
2016
Q1 | $5.86M | Buy |
38,666
+3,358
| +10% | +$509K | 1.13% | 12 |
|
|
2015
Q4 | $4.86M | Sell |
35,308
-970
| -3% | -$133K | 1.04% | 20 |
|
|
2015
Q3 | $5.26M | Buy |
36,278
+2,879
| +9% | +$417K | 1.26% | 11 |
|
|
2015
Q2 | $5.42M | Sell |
33,399
-1,235
| -4% | -$201K | 1.24% | 9 |
|
|
2015
Q1 | $5.56M | Buy |
34,634
+1,843
| +6% | +$296K | 1.28% | 8 |
|
|
2014
Q4 | $5.26M | Buy |
32,791
+391
| +1% | +$62.7K | 1.28% | 11 |
|
|
2014
Q3 | $6.15M | Sell |
32,400
-857
| -3% | -$163K | 1.55% | 5 |
|
|
2014
Q2 | $6.03M | Sell |
33,257
-367
| -1% | -$66.5K | 1.44% | 4 |
|
|
2014
Q1 | $6.47M | Buy |
33,624
+1,732
| +5% | +$333K | 1.58% | 3 |
|
|
2013
Q4 | $5.98M | Sell |
31,892
-2,453
| -7% | -$460K | 1.45% | 4 |
|
|
2013
Q3 | $6.36M | Sell |
34,345
-175
| -0.5% | -$32.4K | 1.65% | 1 |
|
|
2013
Q2 | $6.6M | Buy |
+34,520
| New | +$6.6M | 1.81% | 1 |
|