Princeton Portfolio Strategies Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.98M | Buy |
14,113
+236
| +2% | +$32.3K | 0.38% | 60 |
|
|
2021
Q1 | $1.77M | Buy |
13,877
+376
| +3% | +$45K | 0.34% | 73 |
|
|
2020
Q4 | $1.63M | Buy |
13,501
+21
| +0.2% | +$2.43K | 0.32% | 72 |
|
|
2020
Q3 | $1.57M | Sell |
13,480
-1,286
| -9% | -$151K | 0.34% | 70 |
|
|
2020
Q2 | $1.71M | Sell |
14,766
-440
| -3% | -$51.1K | 0.41% | 63 |
|
|
2020
Q1 | $1.61M | Hold |
15,206
| – | – | 0.47% | 57 |
|
|
2019
Q4 | $1.95M | Sell |
15,206
-1,614
| -10% | -$210K | 0.46% | 59 |
|
|
2019
Q3 | $2.34M | Sell |
16,820
-104
| -0.6% | -$14K | 0.58% | 47 |
|
|
2019
Q2 | $2.23M | Sell |
16,924
-1,203
| -7% | -$158K | 0.57% | 48 |
|
|
2019
Q1 | $2.44M | Buy |
18,127
+26
| +0.1% | +$3.31K | 0.65% | 44 |
|
|
2018
Q4 | $1.97M | Sell |
18,101
-246
| -1% | -$29.5K | 0.61% | 47 |
|
|
2018
Q3 | $2.65M | Sell |
18,347
-485
| -3% | -$67.8K | 0.69% | 47 |
|
|
2018
Q2 | $2.52M | Buy |
18,832
+99
| +0.5% | +$13.8K | 0.73% | 45 |
|
|
2018
Q1 | $2.75M | Buy |
18,733
+262
| +1% | +$39.6K | 0.78% | 48 |
|
|
2017
Q4 | $2.71M | Sell |
18,471
-659
| -3% | -$95.8K | 0.74% | 49 |
|
|
2017
Q3 | $2.65M | Buy |
19,130
+209
| +1% | +$29.1K | 0.72% | 49 |
|
|
2017
Q2 | $2.78M | Hold |
18,921
| – | – | 0.8% | 43 |
|
|
2017
Q1 | $3.15M | Hold |
18,921
| – | – | 0.94% | 37 |
|
|
2016
Q4 | $3M | Hold |
18,921
| – | – | 0.95% | 36 |
|
|
2016
Q3 | $2.87M | Sell |
18,921
-262
| -1% | -$39.8K | 0.9% | 40 |
|
|
2016
Q2 | $2.78M | Sell |
19,183
-538
| -3% | -$77K | 0.9% | 41 |
|
|
2016
Q1 | $2.85M | Buy |
19,721
+113
| +0.6% | +$14.4K | 0.97% | 36 |
|
|
2015
Q4 | $2.58M | Buy |
19,608
+2,056
| +12% | +$276K | 0.92% | 39 |
|
|
2015
Q3 | $2.43M | Sell |
17,552
-1,762
| -9% | -$260K | 0.99% | 35 |
|
|
2015
Q2 | $3M | Buy |
19,314
+2,266
| +13% | +$364K | 1.06% | 36 |
|
|
2015
Q1 | $2.62M | Sell |
17,048
-460
| -3% | -$69.8K | 1.01% | 39 |
|
|
2014
Q4 | $2.69M | Sell |
17,508
-2,382
| -12% | -$379K | 1.07% | 34 |
|
|
2014
Q3 | $3.61M | Sell |
19,890
-209
| -1% | -$38.1K | 1.52% | 23 |
|
|
2014
Q2 | $3.48M | Buy |
20,099
+9,783
| +95% | +$1.76M | 1.49% | 19 |
|
|
2014
Q1 | $1.9M | Sell |
10,316
-340
| -3% | -$59.9K | 1.26% | 26 |
|
|
2013
Q4 | $1.91M | Hold |
10,656
| – | – | 1.28% | 24 |
|
|
2013
Q3 | $1.89M | Buy |
10,656
+314
| +3% | +$57.1K | 1.39% | 21 |
|
|
2013
Q2 | $1.89M | Buy |
+10,342
| New | +$2.01M | 1.55% | 18 |
|
Other funds holding IBM
Princeton Portfolio Strategies Group's IBM Position: Q2 2021 in Review
Princeton Portfolio Strategies Group increased its IBM (IBM) stake by 1.7% in Q2 2021, buying an estimated $32.3K and bringing the position to 14,113 shares worth $1.98M. The position accounts for 0.38% of the portfolio, ranked #60.
Princeton Portfolio Strategies Group first reported a position in IBM in Q2 2013 and has held it in 33 quarters since. The position peaked at $3.61M in Q3 2014. 2,215 funds tracked by Wall St. Rank hold IBM as of Q2 2021.
- Princeton Portfolio Strategies Group held 14,113 shares of IBM worth $1.98M as of Q2 2021.
- Princeton Portfolio Strategies Group bought 236 IBM shares in Q2 2021, an estimated $32.3K.
- IBM made up 0.38% of Princeton Portfolio Strategies Group's portfolio in Q2 2021, its #60 holding.
- Princeton Portfolio Strategies Group first reported a position in IBM in Q2 2013 and has held it in 33 quarters since.
- Princeton Portfolio Strategies Group's IBM position peaked at $3.61M in Q3 2014.
- 2,215 funds tracked by Wall St. Rank held IBM as of Q2 2021.
Based on Princeton Portfolio Strategies Group's 13F filing for Q2 2021, filed 2 Aug 2021.