PP
Patten & Patten’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
6,294
-337
| -5% | -$99.3K | 0.12% | 128 |
|
|
2025
Q1 | $1.65M | Buy |
6,631
+436
| +7% | +$108K | 0.11% | 127 |
|
|
2024
Q4 | $1.36M | Sell |
6,195
-30
| -0.5% | -$6.59K | 0.09% | 149 |
|
|
2024
Q3 | $1.38M | Sell |
6,225
-164
| -3% | -$36.3K | 0.09% | 148 |
|
|
2024
Q2 | $1.1M | Sell |
6,389
-183
| -3% | -$31.6K | 0.08% | 154 |
|
|
2024
Q1 | $1.25M | Buy |
6,572
+468
| +8% | +$89.4K | 0.09% | 151 |
|
|
2023
Q4 | $998K | Buy |
6,104
+127
| +2% | +$20.8K | 0.08% | 148 |
|
|
2023
Q3 | $839K | Buy |
5,977
+1,005
| +20% | +$141K | 0.07% | 156 |
|
|
2023
Q2 | $665K | Buy |
4,972
+64
| +1% | +$8.56K | 0.06% | 175 |
|
|
2023
Q1 | $643K | Sell |
4,908
-33
| -0.7% | -$4.33K | 0.06% | 176 |
|
|
2022
Q4 | $696K | Sell |
4,941
-371
| -7% | -$52.3K | 0.06% | 170 |
|
|
2022
Q3 | $631K | Sell |
5,312
-570
| -10% | -$67.7K | 0.06% | 176 |
|
|
2022
Q2 | $830K | Buy |
5,882
+100
| +2% | +$14.1K | 0.07% | 161 |
|
|
2022
Q1 | $752K | Sell |
5,782
-59
| -1% | -$7.67K | 0.05% | 176 |
|
|
2021
Q4 | $781K | Buy |
5,841
+59
| +1% | +$7.89K | 0.05% | 171 |
|
|
2021
Q3 | $803K | Sell |
5,782
-531
| -8% | -$73.7K | 0.06% | 168 |
|
|
2021
Q2 | $925K | Sell |
6,313
-1,100
| -15% | -$161K | 0.07% | 162 |
|
|
2021
Q1 | $988K | Sell |
7,413
-910
| -11% | -$121K | 0.08% | 145 |
|
|
2020
Q4 | $1.05M | Buy |
8,323
+557
| +7% | +$70.1K | 0.09% | 139 |
|
|
2020
Q3 | $945K | Buy |
7,766
+850
| +12% | +$103K | 0.09% | 136 |
|
|
2020
Q2 | $835K | Sell |
6,916
-455
| -6% | -$54.9K | 0.09% | 140 |
|
|
2020
Q1 | $818K | Buy |
7,371
+440
| +6% | +$48.8K | 0.11% | 128 |
|
|
2019
Q4 | $929K | Sell |
6,931
-317
| -4% | -$42.5K | 0.09% | 140 |
|
|
2019
Q3 | $1.05M | Sell |
7,248
-140
| -2% | -$20.4K | 0.12% | 125 |
|
|
2019
Q2 | $1.02M | Buy |
7,388
+155
| +2% | +$21.4K | 0.11% | 129 |
|
|
2019
Q1 | $1.02M | Sell |
7,233
-307
| -4% | -$43.3K | 0.11% | 125 |
|
|
2018
Q4 | $857K | Sell |
7,540
-3,595
| -32% | -$409K | 0.11% | 132 |
|
|
2018
Q3 | $1.68M | Sell |
11,135
-2,235
| -17% | -$338K | 0.17% | 102 |
|
|
2018
Q2 | $1.87M | Sell |
13,370
-4,160
| -24% | -$581K | 0.19% | 102 |
|
|
2018
Q1 | $2.69M | Buy |
17,530
+515
| +3% | +$79K | 0.27% | 85 |
|
|
2017
Q4 | $2.61M | Sell |
17,015
-3,403
| -17% | -$522K | 0.26% | 90 |
|
|
2017
Q3 | $2.96M | Sell |
20,418
-8,717
| -30% | -$1.26M | 0.31% | 79 |
|
|
2017
Q2 | $4.48M | Sell |
29,135
-23,589
| -45% | -$3.63M | 0.5% | 59 |
|
|
2017
Q1 | $9.18M | Buy |
52,724
+1,340
| +3% | +$233K | 1.06% | 29 |
|
|
2016
Q4 | $8.53M | Buy |
51,384
+31,671
| +161% | +$5.26M | 1.05% | 30 |
|
|
2016
Q3 | $3.13M | Buy |
19,713
+12,033
| +157% | +$1.91M | 0.4% | 68 |
|
|
2016
Q2 | $1.17M | Buy |
7,680
+273
| +4% | +$41.4K | 0.16% | 105 |
|
|
2016
Q1 | $1.12M | Buy |
7,407
+26
| +0.4% | +$3.94K | 0.16% | 100 |
|
|
2015
Q4 | $1.02M | Sell |
7,381
-1,537
| -17% | -$212K | 0.14% | 109 |
|
|
2015
Q3 | $1.29M | Sell |
8,918
-849
| -9% | -$123K | 0.2% | 94 |
|
|
2015
Q2 | $1.59M | Sell |
9,767
-166
| -2% | -$27K | 0.23% | 95 |
|
|
2015
Q1 | $1.59M | Sell |
9,933
-84
| -0.8% | -$13.5K | 0.23% | 95 |
|
|
2014
Q4 | $1.61M | Sell |
10,017
-73
| -0.7% | -$11.7K | 0.24% | 87 |
|
|
2014
Q3 | $1.92M | Sell |
10,090
-14
| -0.1% | -$2.66K | 0.3% | 81 |
|
|
2014
Q2 | $1.83M | Sell |
10,104
-6,224
| -38% | -$1.13M | 0.3% | 80 |
|
|
2014
Q1 | $3.14M | Sell |
16,328
-2,927
| -15% | -$563K | 0.43% | 69 |
|
|
2013
Q4 | $3.61M | Sell |
19,255
-629
| -3% | -$118K | 0.5% | 65 |
|
|
2013
Q3 | $3.68M | Sell |
19,884
-758
| -4% | -$140K | 0.57% | 61 |
|
|
2013
Q2 | $3.95M | Buy |
+20,642
| New | +$3.95M | 0.65% | 55 |
|