Patriot Investment Management Inc. Sells in Q4 2024

Patriot Investment Management Inc.

  • $1.33 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-375
- 5.82%
$89.81 - $104.0 $33.7K - $39K
6.06K $546K
LOB
Live Oak Bancshares, Inc.

Financial Services
-415
- 4.42%
$38.65 - $50.22 $16K - $20.8K
8.98K $355K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-615
- 19.31%
$108.6 - $115.42 $66.8K - $71K
2.57K $280K
VLUE
Ishares Msci Usa Value Factor

ETFs
-697
- 22.77%
$104.01 - $115.38 $72.5K - $80.4K
2.36K $249K
PFE
Pfizer Inc

Healthcare
-1.43K
- 7.62%
$24.8 - $30.19 $35.4K - $43.1K
17.3K $459K
EEM
Ishares Msci Emerging Markets

ETFs
-386
- 2.41%
$41.82 - $47.36 $16.1K - $18.3K
15.7K $654K
INTC
Intel Corp

Technology
-1.61K
- 13.04%
$19.07 - $26.23 $30.7K - $42.2K
10.7K $215K
EXI
Ishares Global Industrials ETF

ETFs
-178
- 3.06%
$141.14 - $152.06 $25.1K - $27.1K
5.65K $797K
NXPI
Nxp Semiconductors N.V.

Technology
-100
- 6.76%
$207.27 - $255.58 $20.7K - $25.6K
1.38K $286K
ALB
Albemarle Corp

Basic Materials
-311
- 6.41%
$86.08 - $111.3 $26.8K - $34.6K
4.54K $391K
IXJ
Ishares Global Healthcare ETF

ETFs
-34
- 0.66%
$85.65 - $98.34 $2.91K - $3.34K
5.14K $441K
XT
Ishares Tr Exponential Technol

ETFs
-864
- 9.43%
$58.7 - $62.72 $50.7K - $54.2K
8.3K $495K
VZ
Verizon Communications Inc

Communication Services
-107
- 0.96%
$39.6 - $45.21 $4.24K - $4.84K
11K $439K
ADBE
Adobe Inc.

Technology
-46
- 8.86%
$437.39 - $552.96 $20.1K - $25.4K
473 $210K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-476
- 3.59%
$69.58 - $74.87 $33.1K - $35.6K
12.8K $893K
HSY
Hershey CO

Consumer Defensive
-135
- 9.45%
$168.67 - $193.65 $22.8K - $26.1K
1.29K $218K
VBR
Vanguard Small Cap Value ETF

ETFs
-114
- 0.95%
$197.36 - $217.3 $22.5K - $24.8K
11.9K $2.35M
PG
Procter & Gamble CO

Consumer Defensive
-4
- 0.05%
$161.05 - $179.7 $644 - $719
7.59K $1.27M
CMCSA
Comcast Corp

Communication Services
-381
- 6.18%
$37.39 - $45.14 $14.2K - $17.2K
5.78K $216K
IWM
Ishares Russell 2000 ETF

ETFs
-180
- 2.51%
$216.13 - $242.4 $38.9K - $43.6K
6.99K $1.55M
VT
Vanguard Total World Stk Index

ETFs
-93
- 0.84%
$117.09 - $123.07 $10.9K - $11.4K
11K $1.3M
TAP
Molson Coors Beverage CO

Consumer Defensive
-584
- 10.5%
$53.97 - $63.88 $31.5K - $37.3K
4.98K $285K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-47
- 0.7%
$134.53 - $150.65 $6.32K - $7.08K
6.69K $905K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-337
- 3.92%
$104.59 - $118.05 $35.2K - $39.8K
8.26K $896K
IXUS
Ishares Tr

ETFs
-57
- 1.74%
$65.95 - $72.56 $3.76K - $4.14K
3.22K $212K
JBL
Jabil Inc

Technology
-1.09K
- 19.72%
$118.97 - $147.77 $130K - $161K
4.43K $638K
V
Visa Inc.

Financial Services
-266
- 17.26%
$273.87 - $320.91 $72.8K - $85.4K
1.28K $402K
SHV
Ishares Tr

ETFs
-147
- 3.46%
$109.92 - $110.57 $16.2K - $16.3K
4.1K $451K
BMY
Bristol Myers Squibb CO

Healthcare
-893
- 12.27%
$51.92 - $59.94 $46.4K - $53.5K
6.38K $361K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-75
- 2.86%
$124.61 - $133.96 $9.35K - $10K
2.55K $328K
BAC
Bank Of America Corp

Financial Services
-197
- 3.47%
$39.22 - $47.77 $7.73K - $9.41K
5.48K $241K
VB
Vanguard Small Cap ETF

ETFs
-1.12K
- 1.13%
$233.76 - $261.58 $261K - $292K
97.7K $23.5M
VGT
Vanguard Information Technolog

ETFs
-319
- 4.75%
$571.78 - $647.97 $182K - $207K
6.39K $3.98M
IETC
Ishares U S ETF Tr

ETFs
-180
- 1.62%
$77.24 - $89.31 $13.9K - $16.1K
10.9K $933K
VV
Vanguard Large Cap ETF

ETFs
-174
- 0.43%
$260.27 - $280.65 $45.3K - $48.8K
40.2K $10.8M
NVDA
Nvidia Corp

Technology
-1.91K
- 4.69%
$117.0 - $148.88 $223K - $284K
38.8K $5.21M
AMZN
Amazon Com Inc

Consumer Cyclical
-412
- 3.56%
$180.88 - $232.93 $74.5K - $96K
11.2K $2.45M
AAPL
Apple Inc.

Technology
-1.12K
- 2.86%
$221.69 - $259.02 $247K - $289K
37.8K $9.48M
TSLA
Tesla, Inc.

Consumer Cyclical
-91
- 1.9%
$213.65 - $479.86 $19.4K - $43.7K
4.7K $1.9M
VTI
Vanguard Total Stock Market Et

ETFs
-25K
- 1.71%
$280.04 - $302.45 $6.99M - $7.55M
1.43M $415M
Activity Summary
Buys All Purchases 98 New Holdings 7 Increased Positions 91 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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