PG
Patten Group’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Sell |
9,059
-265
| -3% | -$78.1K | 0.56% | 46 |
|
|
2025
Q1 | $2.32M | Sell |
9,324
-441
| -5% | -$110K | 0.53% | 47 |
|
|
2024
Q4 | $2.15M | Sell |
9,765
-68
| -0.7% | -$14.9K | 0.48% | 58 |
|
|
2024
Q3 | $2.17M | Buy |
9,833
+392
| +4% | +$86.7K | 0.48% | 58 |
|
|
2024
Q2 | $1.63M | Hold |
9,441
| – | – | 0.39% | 72 |
|
|
2024
Q1 | $1.8M | Buy |
9,441
+222
| +2% | +$42.4K | 0.44% | 61 |
|
|
2023
Q4 | $1.51M | Buy |
9,219
+3,093
| +50% | +$506K | 0.41% | 70 |
|
|
2023
Q3 | $859K | Sell |
6,126
-142
| -2% | -$19.9K | 0.26% | 113 |
|
|
2023
Q2 | $839K | Sell |
6,268
-789
| -11% | -$106K | 0.12% | 120 |
|
|
2023
Q1 | $925K | Buy |
7,057
+642
| +10% | +$84.2K | 0.28% | 106 |
|
|
2022
Q4 | $904K | Buy |
6,415
+1,334
| +26% | +$188K | 0.28% | 108 |
|
|
2022
Q3 | $604K | Buy |
5,081
+337
| +7% | +$40.1K | 0.21% | 128 |
|
|
2022
Q2 | $668K | Buy |
4,744
+253
| +6% | +$35.6K | 0.21% | 126 |
|
|
2022
Q1 | $584K | Buy |
4,491
+304
| +7% | +$39.5K | 0.16% | 149 |
|
|
2021
Q4 | $560K | Buy |
4,187
+2,208
| +112% | +$295K | 0.15% | 155 |
|
|
2021
Q3 | $275K | Buy |
1,979
+1
| +0.1% | +$139 | 0.08% | 215 |
|
|
2021
Q2 | $290K | Buy |
1,978
+161
| +9% | +$23.6K | 0.09% | 216 |
|
|
2021
Q1 | $242K | Buy |
1,817
+1
| +0.1% | +$133 | 0.08% | 222 |
|
|
2020
Q4 | $229K | Sell |
1,816
-482
| -21% | -$60.8K | 0.06% | 216 |
|
|
2020
Q3 | $280K | Hold |
2,298
| – | – | 0.11% | 183 |
|
|
2020
Q2 | $277K | Sell |
2,298
-1
| -0% | -$121 | 0.12% | 171 |
|
|
2020
Q1 | $255K | Sell |
2,299
-18
| -0.8% | -$2K | 0.13% | 158 |
|
|
2019
Q4 | $311K | Sell |
2,317
-204
| -8% | -$27.4K | 0.12% | 170 |
|
|
2019
Q3 | $367K | Buy |
2,521
+55
| +2% | +$8.01K | 0.15% | 146 |
|
|
2019
Q2 | $340K | Sell |
2,466
-49
| -2% | -$6.76K | 0.14% | 151 |
|
|
2019
Q1 | $355K | Buy |
2,515
+45
| +2% | +$6.35K | 0.15% | 138 |
|
|
2018
Q4 | $281K | Sell |
2,470
-440
| -15% | -$50.1K | 0.13% | 140 |
|
|
2018
Q3 | $440K | Sell |
2,910
-50
| -2% | -$7.56K | 0.17% | 129 |
|
|
2018
Q2 | $414K | Buy |
2,960
+50
| +2% | +$6.99K | 0.17% | 126 |
|
|
2018
Q1 | $446K | Buy |
2,910
+138
| +5% | +$21.2K | 0.18% | 124 |
|
|
2017
Q4 | $425K | Buy |
2,772
+275
| +11% | +$42.2K | 0.17% | 132 |
|
|
2017
Q3 | $362K | Sell |
2,497
-159
| -6% | -$23.1K | 0.15% | 143 |
|
|
2017
Q2 | $386K | Buy |
2,656
+26
| +1% | +$3.78K | 0.16% | 142 |
|
|
2017
Q1 | $453K | Buy |
2,630
+148
| +6% | +$25.5K | 0.2% | 112 |
|
|
2016
Q4 | $440K | Buy |
2,482
+75
| +3% | +$13.3K | 0.2% | 109 |
|
|
2016
Q3 | $370K | Buy |
2,407
+405
| +20% | +$62.3K | 0.17% | 123 |
|
|
2016
Q2 | $304K | Buy |
2,002
+40
| +2% | +$6.07K | 0.14% | 139 |
|
|
2016
Q1 | $297K | Sell |
1,962
-150
| -7% | -$22.7K | 0.14% | 137 |
|
|
2015
Q4 | $291K | Sell |
2,112
-25
| -1% | -$3.44K | 0.14% | 143 |
|
|
2015
Q3 | $310K | Hold |
2,137
| – | – | 0.16% | 131 |
|
|
2015
Q2 | $348K | Sell |
2,137
-62
| -3% | -$10.1K | 0.17% | 131 |
|
|
2015
Q1 | $353K | Sell |
2,199
-670
| -23% | -$108K | 0.18% | 127 |
|
|
2014
Q4 | $460K | Buy |
+2,869
| New | +$460K | 0.22% | 109 |
|