PAIM
Punch & Associates Investment Management’s LendingTree TREE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.8M | Buy |
+344,583
| New | +$12.8M | 0.79% | 52 |
|
2021
Q1 | – | Sell |
-13,627
| Closed | -$3.73M | – | 249 |
|
2020
Q4 | $3.73M | Sell |
13,627
-510
| -4% | -$140K | 0.26% | 136 |
|
2020
Q3 | $4.34M | Sell |
14,137
-120
| -0.8% | -$36.8K | 0.37% | 106 |
|
2020
Q2 | $4.13M | Sell |
14,257
-330
| -2% | -$95.5K | 0.37% | 105 |
|
2020
Q1 | $2.68M | Buy |
14,587
+171
| +1% | +$31.4K | 0.32% | 114 |
|
2019
Q4 | $4.37M | Buy |
14,416
+303
| +2% | +$91.9K | 0.34% | 112 |
|
2019
Q3 | $4.38M | Buy |
14,113
+57
| +0.4% | +$17.7K | 0.36% | 107 |
|
2019
Q2 | $5.9M | Sell |
14,056
-2,454
| -15% | -$1.03M | 0.49% | 90 |
|
2019
Q1 | $5.8M | Buy |
16,510
+287
| +2% | +$101K | 0.5% | 86 |
|
2018
Q4 | $3.56M | Buy |
16,223
+100
| +0.6% | +$22K | 0.34% | 122 |
|
2018
Q3 | $3.71M | Buy |
16,123
+105
| +0.7% | +$24.2K | 0.29% | 134 |
|
2018
Q2 | $3.43M | Sell |
16,018
-644
| -4% | -$138K | 0.28% | 137 |
|
2018
Q1 | $5.47M | Sell |
16,662
-6,475
| -28% | -$2.12M | 0.48% | 85 |
|
2017
Q4 | $7.88M | Buy |
23,137
+81
| +0.4% | +$27.6K | 0.68% | 49 |
|
2017
Q3 | $5.64M | Sell |
23,056
-7,231
| -24% | -$1.77M | 0.5% | 82 |
|
2017
Q2 | $5.22M | Sell |
30,287
-4,580
| -13% | -$789K | 0.49% | 88 |
|
2017
Q1 | $4.37M | Buy |
34,867
+505
| +1% | +$63.3K | 0.42% | 110 |
|
2016
Q4 | $3.48M | Buy |
34,362
+516
| +2% | +$52.3K | 0.35% | 118 |
|
2016
Q3 | $3.28M | Buy |
33,846
+368
| +1% | +$35.7K | 0.35% | 113 |
|
2016
Q2 | $2.96M | Buy |
33,478
+275
| +0.8% | +$24.3K | 0.34% | 112 |
|
2016
Q1 | $3.25M | Buy |
33,203
+268
| +0.8% | +$26.2K | 0.39% | 109 |
|
2015
Q4 | $2.94M | Buy |
32,935
+2,651
| +9% | +$237K | 0.36% | 114 |
|
2015
Q3 | $2.82M | Sell |
30,284
-89,723
| -75% | -$8.35M | 0.39% | 114 |
|
2015
Q2 | $9.43M | Sell |
120,007
-60,220
| -33% | -$4.73M | 1.19% | 15 |
|
2015
Q1 | $10.1M | Sell |
180,227
-54,133
| -23% | -$3.03M | 1.26% | 12 |
|
2014
Q4 | $11.3M | Sell |
234,360
-8,495
| -3% | -$411K | 1.46% | 7 |
|
2014
Q3 | $8.72M | Buy |
242,855
+92,355
| +61% | +$3.31M | 1.22% | 11 |
|
2014
Q2 | $4.39M | Hold |
150,500
| – | – | 0.59% | 64 |
|
2014
Q1 | $4.67M | Hold |
150,500
| – | – | 0.64% | 59 |
|
2013
Q4 | $4.94M | Sell |
150,500
-500
| -0.3% | -$16.4K | 0.67% | 51 |
|
2013
Q3 | $3.97M | Sell |
151,000
-28,069
| -16% | -$737K | 0.62% | 62 |
|
2013
Q2 | $3.07M | Buy |
+179,069
| New | +$3.07M | 0.54% | 80 |
|