PPSG
Princeton Portfolio Strategies Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.98M | Buy |
13,492
+225
| +2% | +$33K | 0.38% | 60 |
|
|
2021
Q1 | $1.77M | Buy |
13,267
+360
| +3% | +$48K | 0.34% | 73 |
|
|
2020
Q4 | $1.63M | Buy |
12,907
+20
| +0.2% | +$2.52K | 0.32% | 72 |
|
|
2020
Q3 | $1.57M | Sell |
12,887
-1,230
| -9% | -$150K | 0.34% | 70 |
|
|
2020
Q2 | $1.71M | Sell |
14,117
-420
| -3% | -$50.7K | 0.41% | 63 |
|
|
2020
Q1 | $1.61M | Hold |
14,537
| – | – | 0.47% | 57 |
|
|
2019
Q4 | $1.95M | Sell |
14,537
-1,543
| -10% | -$207K | 0.46% | 59 |
|
|
2019
Q3 | $2.34M | Sell |
16,080
-100
| -0.6% | -$14.5K | 0.58% | 47 |
|
|
2019
Q2 | $2.23M | Sell |
16,180
-1,150
| -7% | -$159K | 0.57% | 48 |
|
|
2019
Q1 | $2.45M | Buy |
17,330
+25
| +0.1% | +$3.53K | 0.65% | 44 |
|
|
2018
Q4 | $1.97M | Sell |
17,305
-235
| -1% | -$26.7K | 0.61% | 47 |
|
|
2018
Q3 | $2.65M | Sell |
17,540
-464
| -3% | -$70.2K | 0.69% | 47 |
|
|
2018
Q2 | $2.52M | Buy |
18,004
+95
| +0.5% | +$13.3K | 0.73% | 45 |
|
|
2018
Q1 | $2.75M | Buy |
17,909
+250
| +1% | +$38.4K | 0.78% | 48 |
|
|
2017
Q4 | $2.71M | Sell |
17,659
-630
| -3% | -$96.6K | 0.74% | 49 |
|
|
2017
Q3 | $2.65M | Buy |
18,289
+200
| +1% | +$29K | 0.72% | 48 |
|
|
2017
Q2 | $2.78M | Hold |
18,089
| – | – | 0.8% | 43 |
|
|
2017
Q1 | $3.15M | Hold |
18,089
| – | – | 0.94% | 37 |
|
|
2016
Q4 | $3M | Hold |
18,089
| – | – | 0.95% | 36 |
|
|
2016
Q3 | $2.87M | Sell |
18,089
-250
| -1% | -$39.7K | 0.9% | 40 |
|
|
2016
Q2 | $2.78M | Sell |
18,339
-515
| -3% | -$78.2K | 0.9% | 41 |
|
|
2016
Q1 | $2.86M | Buy |
18,854
+108
| +0.6% | +$16.4K | 0.97% | 36 |
|
|
2015
Q4 | $2.58M | Buy |
18,746
+1,966
| +12% | +$271K | 0.92% | 39 |
|
|
2015
Q3 | $2.43M | Sell |
16,780
-1,685
| -9% | -$244K | 0.99% | 35 |
|
|
2015
Q2 | $3M | Buy |
18,465
+2,167
| +13% | +$353K | 1.06% | 36 |
|
|
2015
Q1 | $2.62M | Sell |
16,298
-440
| -3% | -$70.6K | 1.01% | 39 |
|
|
2014
Q4 | $2.69M | Sell |
16,738
-2,277
| -12% | -$365K | 1.07% | 34 |
|
|
2014
Q3 | $3.61M | Sell |
19,015
-200
| -1% | -$38K | 1.52% | 23 |
|
|
2014
Q2 | $3.48M | Buy |
19,215
+9,353
| +95% | +$1.7M | 1.49% | 19 |
|
|
2014
Q1 | $1.9M | Sell |
9,862
-325
| -3% | -$62.5K | 1.26% | 26 |
|
|
2013
Q4 | $1.91M | Hold |
10,187
| – | – | 1.28% | 24 |
|
|
2013
Q3 | $1.89M | Buy |
10,187
+300
| +3% | +$55.5K | 1.39% | 21 |
|
|
2013
Q2 | $1.89M | Buy |
+9,887
| New | +$1.89M | 1.55% | 18 |
|