Patriot Investment Management Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $324K | Buy |
1,099
+4
| +0.4% | +$1.18K | 0.02% | 192 |
|
2025
Q1 | $272K | Hold |
1,095
| – | – | 0.02% | 202 |
|
2024
Q4 | $241K | Hold |
1,095
| – | – | 0.02% | 214 |
|
2024
Q3 | $242K | Buy |
+1,095
| New | +$242K | 0.02% | 221 |
|
2024
Q2 | – | Sell |
-1,094
| Closed | -$209K | – | 241 |
|
2024
Q1 | $209K | Buy |
+1,094
| New | +$209K | 0.02% | 236 |
|
2022
Q4 | – | Sell |
-1,959
| Closed | -$232K | – | 410 |
|
2022
Q3 | $232K | Sell |
1,959
-5
| -0.3% | -$592 | 0.02% | 219 |
|
2022
Q2 | $277K | Buy |
+1,964
| New | +$277K | 0.03% | 208 |
|
2021
Q4 | – | Sell |
-1,897
| Closed | -$252K | – | 253 |
|
2021
Q3 | $252K | Buy |
1,897
+247
| +15% | +$32.8K | 0.02% | 222 |
|
2021
Q2 | $231K | Sell |
1,650
-34
| -2% | -$4.76K | 0.02% | 226 |
|
2021
Q1 | $214K | Sell |
1,684
-36
| -2% | -$4.58K | 0.02% | 224 |
|
2020
Q4 | $206K | Sell |
1,720
-209
| -11% | -$25K | 0.03% | 170 |
|
2020
Q3 | $224K | Hold |
1,929
| – | – | 0.03% | 206 |
|
2020
Q2 | $223K | Hold |
1,929
| – | – | 0.03% | 203 |
|
2020
Q1 | $204K | Buy |
+1,929
| New | +$204K | 0.03% | 194 |
|