Principal Street Partners’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
34,381
+4,175
| +14% | +$1.23M | 0.99% | 17 |
|
|
2025
Q1 | $7.51M | Buy |
30,206
+557
| +2% | +$139K | 1.4% | 14 |
|
|
2024
Q4 | $6.52M | Sell |
29,649
-1,015
| -3% | -$223K | 1.28% | 25 |
|
|
2024
Q3 | $6.65M | Sell |
30,664
-6,583
| -18% | -$1.43M | 1.09% | 19 |
|
|
2024
Q2 | $6.44M | Sell |
37,247
-438
| -1% | -$75.8K | 1.15% | 39 |
|
|
2024
Q1 | $6.97M | Buy |
37,685
+721
| +2% | +$133K | 1.32% | 29 |
|
|
2023
Q4 | $6.05M | Sell |
36,964
-785
| -2% | -$128K | 1.46% | 10 |
|
|
2023
Q3 | $5.3M | Sell |
37,749
-2,138
| -5% | -$300K | 1.05% | 18 |
|
|
2023
Q2 | $5.34M | Sell |
39,887
-1,352
| -3% | -$181K | 1.27% | 19 |
|
|
2023
Q1 | $5.41M | Sell |
41,239
-35
| -0.1% | -$4.59K | 1.37% | 23 |
|
|
2022
Q4 | $5.82M | Buy |
41,274
+876
| +2% | +$123K | 1.47% | 22 |
|
|
2022
Q3 | $4.8M | Sell |
40,398
-3,803
| -9% | -$452K | 1.28% | 25 |
|
|
2022
Q2 | $6.24M | Buy |
44,201
+1,710
| +4% | +$241K | 1.62% | 11 |
|
|
2022
Q1 | $5.52M | Buy |
42,491
+2,810
| +7% | +$365K | 1.27% | 27 |
|
|
2021
Q4 | $5.3M | Buy |
39,681
+2,159
| +6% | +$289K | 1.28% | 26 |
|
|
2021
Q3 | $4.98M | Sell |
37,522
-815
| -2% | -$108K | 1.36% | 21 |
|
|
2021
Q2 | $5.37M | Sell |
38,337
-68,660
| -64% | -$9.62M | 1.42% | 13 |
|
|
2021
Q1 | $13.6M | Buy |
106,997
+71,654
| +203% | +$9.13M | 1.76% | 20 |
|
|
2020
Q4 | $4.25M | Sell |
35,343
-2,846
| -7% | -$342K | 1.3% | 30 |
|
|
2020
Q3 | $4.44M | Sell |
38,189
-1,309
| -3% | -$152K | 1.56% | 20 |
|
|
2020
Q2 | $4.56M | Sell |
39,498
-13,358
| -25% | -$1.54M | 1.7% | 17 |
|
|
2020
Q1 | $5.61M | Buy |
+52,856
| New | +$5.61M | 2.35% | 9 |
|