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Patriot Wealth Management’s IBM IBM Stock Holding History

Patriot Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-44,389
Closed -$6.51M – 84
2018
Q1 		$6.51M Buy
44,389
+1,003
+2% +$152K 0.93% 40
2017
Q4 		$6.36M Buy
+43,386
New +$6.31M 0.9% 43
2015
Q2 		– Sell
-16,349
Closed -$2.51M – 65
2015
Q1 		$2.51M Buy
16,349
+371
+2% +$56.3K 0.56% 53
2014
Q4 		$2.45M Sell
15,978
-711
-4% -$113K 0.57% 52
2014
Q3 		$3.03M Buy
16,689
+1,765
+12% +$322K 0.75% 51
2014
Q2 		$2.59M Buy
14,924
+184
+1% +$33.1K 0.65% 51
2014
Q1 		$2.71M Buy
14,740
+280
+2% +$49.3K 0.72% 47
2013
Q4 		$2.59M Sell
14,460
-72
-0.5% -$12.4K 0.72% 48
2013
Q3 		$2.57M Buy
+14,532
New +$2.64M 0.76% 50
2013
Q2 		– Hold
0
– – – 47

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