NFSG
Newbridge Financial Services Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Buy |
2,785
+683
| +32% | +$201K | 0.13% | 126 |
|
|
2025
Q1 | $523K | Buy |
2,102
+190
| +10% | +$47.2K | 0.13% | 115 |
|
|
2024
Q4 | $420K | Buy |
+1,912
| New | +$420K | 0.11% | 130 |
|
|
2024
Q3 | – | Sell |
-2,829
| Closed | -$489K | – | 855 |
|
|
2024
Q2 | $489K | Sell |
2,829
-558
| -16% | -$96.5K | 0.18% | 100 |
|
|
2024
Q1 | $647K | Buy |
3,387
+333
| +11% | +$63.6K | 0.28% | 79 |
|
|
2023
Q4 | $499K | Sell |
3,054
-675
| -18% | -$110K | 0.24% | 97 |
|
|
2023
Q3 | $523K | Buy |
3,729
+51
| +1% | +$7.16K | 0.26% | 81 |
|
|
2023
Q2 | $492K | Buy |
3,678
+456
| +14% | +$61K | 0.24% | 83 |
|
|
2023
Q1 | $422K | Buy |
3,222
+143
| +5% | +$18.7K | 0.22% | 96 |
|
|
2022
Q4 | $434K | Sell |
3,079
-119
| -4% | -$16.8K | 0.25% | 90 |
|
|
2022
Q3 | $380K | Sell |
3,198
-1,066
| -25% | -$127K | 0.22% | 101 |
|
|
2022
Q2 | $602K | Buy |
4,264
+34
| +0.8% | +$4.8K | 0.37% | 59 |
|
|
2022
Q1 | $550K | Buy |
4,230
+279
| +7% | +$36.3K | 0.27% | 73 |
|
|
2021
Q4 | $528K | Buy |
3,951
+195
| +5% | +$26.1K | 0.25% | 83 |
|
|
2021
Q3 | $522K | Buy |
3,756
+2,603
| +226% | +$362K | 0.33% | 70 |
|
|
2021
Q2 | $169K | Sell |
1,153
-97
| -8% | -$14.2K | 0.1% | 201 |
|
|
2021
Q1 | $167K | Buy |
1,250
+65
| +5% | +$8.68K | 0.12% | 182 |
|
|
2020
Q4 | $149K | Sell |
1,185
-98
| -8% | -$12.3K | 0.12% | 172 |
|
|
2020
Q3 | $156K | Buy |
+1,283
| New | +$156K | 0.15% | 138 |
|