Patriot Financial Group Insurance Agency’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
4,511
+24
| +0.5% | +$7.08K | 0.15% | 165 |
|
|
2025
Q1 | $1.12M | Buy |
4,487
+398
| +10% | +$99K | 0.15% | 173 |
|
|
2024
Q4 | $899K | Sell |
4,089
-33
| -0.8% | -$7.26K | 0.12% | 196 |
|
|
2024
Q3 | $911K | Sell |
4,122
-107
| -3% | -$23.7K | 0.12% | 196 |
|
|
2024
Q2 | $731K | Buy |
4,229
+71
| +2% | +$12.3K | 0.11% | 204 |
|
|
2024
Q1 | $794K | Buy |
4,158
+54
| +1% | +$10.3K | 0.13% | 181 |
|
|
2023
Q4 | $671K | Buy |
4,104
+13
| +0.3% | +$2.13K | 0.13% | 194 |
|
|
2023
Q3 | $574K | Buy |
4,091
+158
| +4% | +$22.2K | 0.12% | 205 |
|
|
2023
Q2 | $526K | Buy |
3,933
+1,225
| +45% | +$164K | 0.1% | 235 |
|
|
2023
Q1 | $355K | Buy |
2,708
+1,257
| +87% | +$165K | 0.07% | 294 |
|
|
2022
Q4 | $204K | Buy |
+1,451
| New | +$204K | 0.03% | 393 |
|
|
2022
Q3 | – | Sell |
-1,433
| Closed | -$202K | – | 1089 |
|
|
2022
Q2 | $202K | Sell |
1,433
-373
| -21% | -$52.6K | 0.04% | 377 |
|
|
2022
Q1 | $235K | Sell |
1,806
-1,942
| -52% | -$253K | 0.04% | 385 |
|
|
2021
Q4 | $501K | Sell |
3,748
-3,849
| -51% | -$515K | 0.08% | 241 |
|
|
2021
Q3 | $1.01M | Buy |
7,597
+664
| +10% | +$88.2K | 0.18% | 127 |
|
|
2021
Q2 | $972K | Buy |
6,933
+493
| +8% | +$69.1K | 0.18% | 129 |
|
|
2021
Q1 | $820K | Buy |
6,440
+313
| +5% | +$39.9K | 0.19% | 124 |
|
|
2020
Q4 | $737K | Buy |
6,127
+2,357
| +63% | +$284K | 0.18% | 119 |
|
|
2020
Q3 | $438K | Buy |
3,770
+165
| +5% | +$19.2K | 0.14% | 156 |
|
|
2020
Q2 | $416K | Buy |
3,605
+103
| +3% | +$11.9K | 0.16% | 141 |
|
|
2020
Q1 | $371K | Buy |
3,502
+362
| +12% | +$38.4K | 0.17% | 131 |
|
|
2019
Q4 | $402K | Buy |
3,140
+32
| +1% | +$4.1K | 0.15% | 133 |
|
|
2019
Q3 | $432K | Buy |
3,108
+20
| +0.6% | +$2.78K | 0.19% | 108 |
|
|
2019
Q2 | $413K | Sell |
3,088
-235
| -7% | -$31.4K | 0.18% | 101 |
|
|
2019
Q1 | $448K | Sell |
3,323
-748
| -18% | -$101K | 0.23% | 74 |
|
|
2018
Q4 | $442K | Buy |
4,071
+34
| +0.8% | +$3.69K | 0.29% | 58 |
|
|
2018
Q3 | $584K | Sell |
4,037
-336
| -8% | -$48.6K | 0.35% | 44 |
|
|
2018
Q2 | $584K | Sell |
4,373
-1,417
| -24% | -$189K | 0.62% | 28 |
|
|
2018
Q1 | $831K | Buy |
5,790
+1,063
| +22% | +$153K | 0.61% | 30 |
|
|
2017
Q4 | $741K | Buy |
4,727
+277
| +6% | +$43.4K | 0.55% | 33 |
|
|
2017
Q3 | $627K | Buy |
4,450
+160
| +4% | +$22.5K | 0.56% | 31 |
|
|
2017
Q2 | $629K | Buy |
4,290
+128
| +3% | +$18.8K | 0.66% | 22 |
|
|
2017
Q1 | $688K | Buy |
4,162
+1,657
| +66% | +$274K | 0.73% | 20 |
|
|
2016
Q4 | $409K | Buy |
+2,505
| New | +$409K | 0.56% | 35 |
|