Patton Albertson Miller 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 | $6.37M | Buy |
21,612
+965
| +5% | +$284K | 0.84% | 36 |
|
|
2025
Q1 | $5.13M | Sell |
20,647
-5,904
| -22% | -$1.47M | 0.76% | 46 |
|
|
2024
Q4 | $5.84M | Buy |
26,551
+214
| +0.8% | +$47K | 0.78% | 52 |
|
|
2024
Q3 | $5.82M | Buy |
26,337
+1,087
| +4% | +$240K | 0.79% | 52 |
|
|
2024
Q2 | $4.37M | Buy |
25,250
+4,386
| +21% | +$759K | 0.62% | 61 |
|
|
2024
Q1 | $3.98M | Buy |
20,864
+1,622
| +8% | +$310K | 0.6% | 63 |
|
|
2023
Q4 | $3.15M | Buy |
19,242
+4,693
| +32% | +$768K | 0.53% | 71 |
|
|
2023
Q3 | $2.04M | Buy |
14,549
+338
| +2% | +$47.4K | 0.4% | 81 |
|
|
2023
Q2 | $1.9M | Sell |
14,211
-691
| -5% | -$92.5K | 0.37% | 88 |
|
|
2023
Q1 | $1.95M | Sell |
14,902
-1,039
| -7% | -$136K | 0.36% | 90 |
|
|
2022
Q4 | $2.25M | Buy |
15,941
+252
| +2% | +$35.5K | 0.41% | 75 |
|
|
2022
Q3 | $1.86M | Buy |
15,689
+677
| +5% | +$80.4K | 0.4% | 81 |
|
|
2022
Q2 | $2.12M | Buy |
15,012
+1,823
| +14% | +$257K | 0.43% | 82 |
|
|
2022
Q1 | $1.72M | Sell |
13,189
-1,424
| -10% | -$185K | 0.29% | 97 |
|
|
2021
Q4 | $1.95M | Sell |
14,613
-1,215
| -8% | -$162K | 0.32% | 91 |
|
|
2021
Q3 | $2.1M | Buy |
15,828
+3,168
| +25% | +$421K | 0.4% | 84 |
|
|
2021
Q2 | $1.77M | Sell |
12,660
-666
| -5% | -$93.3K | 0.4% | 78 |
|
|
2021
Q1 | $1.7M | Sell |
13,326
-725
| -5% | -$92.4K | 0.41% | 76 |
|
|
2020
Q4 | $1.61M | Sell |
14,051
-6,116
| -30% | -$702K | 0.38% | 79 |
|
|
2020
Q3 | $2.35M | Buy |
20,167
+138
| +0.7% | +$16.1K | 0.66% | 50 |
|
|
2020
Q2 | $2.31M | Sell |
20,029
-69
| -0.3% | -$7.97K | 0.67% | 45 |
|
|
2020
Q1 | $2.13M | Buy |
20,098
+2,152
| +12% | +$228K | 0.72% | 41 |
|
|
2019
Q4 | $2.3M | Sell |
17,946
-814
| -4% | -$104K | 0.6% | 50 |
|
|
2019
Q3 | $2.61M | Buy |
18,760
+736
| +4% | +$102K | 0.74% | 35 |
|
|
2019
Q2 | $2.35M | Buy |
18,024
+12,390
| +220% | +$1.61M | 0.68% | 43 |
|
|
2019
Q1 | $760K | Buy |
5,634
+2,566
| +84% | +$346K | 0.39% | 74 |
|
|
2018
Q4 | $393K | Buy |
3,068
+2,842
| +1,258% | +$364K | 0.21% | 97 |
|
|
2018
Q3 | $27K | Buy |
+226
| New | +$27K | 0.01% | 206 |
|
|
2015
Q2 | – | Sell |
-1,345
| Closed | -$206K | – | 135 |
|
|
2015
Q1 | $206K | Buy |
+1,345
| New | +$206K | 0.08% | 137 |
|
|
2014
Q4 | – | Sell |
-1,352
| Closed | -$246K | – | 151 |
|
|
2014
Q3 | $246K | Sell |
1,352
-696
| -34% | -$127K | 0.13% | 140 |
|
|
2014
Q2 | $356K | Sell |
2,048
-53
| -3% | -$9.21K | 0.18% | 130 |
|
|
2014
Q1 | $387K | Hold |
2,101
| – | – | 0.2% | 114 |
|
|
2013
Q4 | $377K | Buy |
2,101
+487
| +30% | +$87.4K | 0.22% | 100 |
|
|
2013
Q3 | $286K | Buy |
1,614
+118
| +8% | +$20.9K | 0.17% | 105 |
|
|
2013
Q2 | $273K | Buy |
+1,496
| New | +$273K | 0.17% | 101 |
|