Patriot Financial Group Insurance Agency’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.24M | Sell |
|
|||||
|
2025
Q2 | $1.33M | Buy |
|
|||||
|
2025
Q1 | $1.12M | Buy |
|
|||||
|
2024
Q4 | $899K | Sell |
|
|||||
|
2024
Q3 | $911K | Sell |
|
|||||
|
2024
Q2 | $731K | Buy |
|
|||||
|
2024
Q1 | $794K | Buy |
|
|||||
|
2023
Q4 | $671K | Buy |
|
|||||
|
2023
Q3 | $574K | Buy |
|
|||||
|
2023
Q2 | $526K | Buy |
|
|||||
|
2023
Q1 | $355K | Buy |
|
|||||
|
2022
Q4 | $204K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $202K | Sell |
|
|||||
|
2022
Q1 | $235K | Sell |
|
|||||
|
2021
Q4 | $501K | Sell |
|
|||||
|
2021
Q3 | $1.01M | Buy |
|
|||||
|
2021
Q2 | $972K | Buy |
|
|||||
|
2021
Q1 | $820K | Buy |
|
|||||
|
2020
Q4 | $737K | Buy |
|
|||||
|
2020
Q3 | $438K | Buy |
|
|||||
|
2020
Q2 | $416K | Buy |
|
|||||
|
2020
Q1 | $371K | Buy |
|
|||||
|
2019
Q4 | $402K | Buy |
|
|||||
|
2019
Q3 | $432K | Buy |
|
|||||
|
2019
Q2 | $413K | Sell |
|
|||||
|
2019
Q1 | $448K | Sell |
|
|||||
|
2018
Q4 | $442K | Buy |
|
|||||
|
2018
Q3 | $584K | Sell |
|
|||||
|
2018
Q2 | $584K | Sell |
|
|||||
|
2018
Q1 | $831K | Buy |
|
|||||
|
2017
Q4 | $741K | Buy |
|
|||||
|
2017
Q3 | $627K | Buy |
|
|||||
|
2017
Q2 | $629K | Buy |
|
|||||
|
2017
Q1 | $688K | Buy |
|
|||||
|
2016
Q4 | $409K | Buy |
|