Princeton Global Asset Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Buy |
1,244
+461
| +59% | +$136K | 0.07% | 146 |
|
|
2025
Q1 | $195K | Buy |
783
+3
| +0.4% | +$746 | 0.04% | 189 |
|
|
2024
Q4 | $171K | Buy |
780
+153
| +24% | +$33.6K | 0.03% | 199 |
|
|
2024
Q3 | $139K | Buy |
627
+5
| +0.8% | +$1.11K | 0.03% | 213 |
|
|
2024
Q2 | $108K | Buy |
622
+4
| +0.6% | +$692 | 0.02% | 213 |
|
|
2024
Q1 | $118K | Buy |
618
+5
| +0.8% | +$954 | 0.03% | 190 |
|
|
2023
Q4 | $100K | Buy |
613
+4
| +0.7% | +$655 | 0.03% | 199 |
|
|
2023
Q3 | $85.4K | Sell |
609
-1,500
| -71% | -$210K | 0.02% | 201 |
|
|
2023
Q2 | $282K | Buy |
2,109
+6
| +0.3% | +$803 | 0.08% | 140 |
|
|
2023
Q1 | $276K | Buy |
2,103
+6
| +0.3% | +$786 | 0.08% | 144 |
|
|
2022
Q4 | $295K | Buy |
2,097
+6
| +0.3% | +$844 | 0.1% | 129 |
|
|
2022
Q3 | $248K | Buy |
2,091
+5
| +0.2% | +$593 | 0.09% | 138 |
|
|
2022
Q2 | $294K | Buy |
2,086
+6
| +0.3% | +$846 | 0.1% | 134 |
|
|
2022
Q1 | $270K | Hold |
2,080
| – | – | 0.08% | 152 |
|
|
2021
Q4 | $278K | Sell |
2,080
-206
| -9% | -$27.5K | 0.08% | 157 |
|
|
2021
Q3 | $304K | Buy |
2,286
+11
| +0.5% | +$1.46K | 0.09% | 150 |
|
|
2021
Q2 | $319K | Sell |
2,275
-432
| -16% | -$60.6K | 0.1% | 144 |
|
|
2021
Q1 | $345K | Buy |
2,707
+31
| +1% | +$3.95K | 0.11% | 140 |
|
|
2020
Q4 | $322K | Buy |
2,676
+105
| +4% | +$12.6K | 0.11% | 140 |
|
|
2020
Q3 | $299K | Hold |
2,571
| – | – | 0.12% | 136 |
|
|
2020
Q2 | $296K | Buy |
2,571
+1,674
| +187% | +$193K | 0.09% | 158 |
|
|
2020
Q1 | $95K | Buy |
897
+878
| +4,621% | +$93K | 0.04% | 192 |
|
|
2019
Q4 | $2 | Hold |
19
| – | – | ﹤0.01% | 475 |
|
|
2019
Q3 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 329 |
|