Patten Group’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Sell |
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|
2025
Q1 | $2.32M | Sell |
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|
2024
Q4 | $2.15M | Sell |
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|
2024
Q3 | $2.17M | Buy |
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|
2024
Q2 | $1.63M | Hold |
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|
2024
Q1 | $1.8M | Buy |
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|
2023
Q4 | $1.51M | Buy |
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|
2023
Q3 | $859K | Sell |
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|
2023
Q2 | $839K | Sell |
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|
2023
Q1 | $925K | Buy |
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|
2022
Q4 | $904K | Buy |
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|
2022
Q3 | $604K | Buy |
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|
2022
Q2 | $668K | Buy |
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|
2022
Q1 | $584K | Buy |
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|
2021
Q4 | $560K | Buy |
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|
2021
Q3 | $275K | Buy |
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|
2021
Q2 | $290K | Buy |
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|
2021
Q1 | $242K | Buy |
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|
2020
Q4 | $229K | Sell |
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|
2020
Q3 | $280K | Hold |
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|
2020
Q2 | $277K | Sell |
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|
2020
Q1 | $255K | Sell |
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|
2019
Q4 | $311K | Sell |
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|
2019
Q3 | $367K | Buy |
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|
2019
Q2 | $340K | Sell |
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|
2019
Q1 | $355K | Buy |
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|
2018
Q4 | $281K | Sell |
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|
2018
Q3 | $440K | Sell |
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|
2018
Q2 | $414K | Buy |
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|
2018
Q1 | $446K | Buy |
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|
2017
Q4 | $425K | Buy |
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|
2017
Q3 | $362K | Sell |
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|
2017
Q2 | $386K | Buy |
|
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|
2017
Q1 | $453K | Buy |
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|
2016
Q4 | $440K | Buy |
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|
2016
Q3 | $370K | Buy |
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|
2016
Q2 | $304K | Buy |
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|
2016
Q1 | $297K | Sell |
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|
2015
Q4 | $291K | Sell |
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|
2015
Q3 | $310K | Hold |
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|
2015
Q2 | $348K | Sell |
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|
2015
Q1 | $353K | Sell |
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|
2014
Q4 | $460K | Buy |
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