Patriot Investment Management Inc. Closed Holding Positions

Patriot Investment Management Inc.

  • $1.36 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
UNH
Unitedhealth Group Inc

Healthcare
Q2 2022 Filed on Jul 26, 2022
1,064
$452.06 - $546.01 $481K - $581K
SQ
Block, Inc.

Technology
Q2 2022 Filed on Jul 26, 2022
3,239
$57.51 - $145.19 $186K - $470K
SONO
Sonos Inc

Technology
Q2 2022 Filed on Jul 26, 2022
10,248
$18.04 - $28.29 $185K - $290K
Reliant Bancorp Inc
Q1 2022 Filed on May 02, 2022
18,145
N/A
MA
Mastercard Inc

Financial Services
Q1 2022 Filed on May 02, 2022
605
$312.92 - $396.75 $189K - $240K
GPN
Global Payments Inc

Industrials
Q4 2021 Filed on Feb 01, 2022
2,467
$117.86 - $161.31 $291K - $398K
Ashford Hospity Tr
Q3 2021 Filed on Oct 20, 2021
12,435
N/A
OCGN
Ocugen, Inc.

Healthcare
Q3 2021 Filed on Oct 20, 2021
15,824
$6.36 - $8.51 $101K - $135K
CRM
Salesforce, Inc.

Technology
Q3 2021 Filed on Oct 20, 2021
880
$237.55 - $285.63 $209K - $251K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q3 2021 Filed on Oct 20, 2021
817
$338.29 - $356.57 $276K - $291K
Maxim Integrated Pro
Q3 2021 Filed on Oct 20, 2021
13,768
N/A
SAM
Boston Beer CO Inc

Consumer Defensive
Q3 2021 Filed on Oct 20, 2021
251
$509.75 - $979.41 $128K - $246K
DAL
Delta Air Lines, Inc.

Industrials
Q2 2021 Filed on Aug 12, 2021
6,737
$42.87 - $51.65 $289K - $348K
Ishares Gold ETF
Q2 2021 Filed on Aug 12, 2021
146,460
N/A
Dunkin Brands Group
Q4 2020 Filed on Feb 09, 2021
7,012
N/A
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2020 Filed on Feb 09, 2021
5,911
$56.65 - $64.55 $335K - $382K
PEBO
Peoples Bancorp Inc

Financial Services
Q3 2020 Filed on Oct 23, 2020
1,979
$18.43 - $22.61 $36.5K - $44.7K
PENN
Penn National Gaming Inc

Consumer Cyclical
Q3 2020 Filed on Oct 23, 2020
74
$28.6 - $74.36 $2.12K - $5.5K
PAYC
Paycom Software, Inc.

Technology
Q3 2020 Filed on Oct 23, 2020
50
$265.49 - $321.5 $13.3K - $16.1K
PNR
Pentair PLC

Industrials
Q3 2020 Filed on Oct 23, 2020
446
$36.47 - $46.55 $16.3K - $20.8K
PAYX
Paychex Inc

Industrials
Q3 2020 Filed on Oct 23, 2020
200
$71.63 - $79.77 $14.3K - $16K
PCG
Pg&E Corp

Utilities
Q3 2020 Filed on Oct 23, 2020
238
$8.59 - $10.0 $2.04K - $2.38K
NHI
National Health Investors Inc

Real Estate
Q3 2020 Filed on Oct 23, 2020
181
$55.93 - $66.45 $10.1K - $12K
NCNA
Nu Cana PLC

Healthcare
Q3 2020 Filed on Oct 23, 2020
50
$4.57 - $6.48 $229 - $324
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
Q3 2020 Filed on Oct 23, 2020
100
$13.04 - $14.35 $1.3K - $1.44K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
Q3 2020 Filed on Oct 23, 2020
284
$23.44 - $26.92 $6.66K - $7.65K
NVT
N Vent Electric PLC

Industrials
Q3 2020 Filed on Oct 23, 2020
327
$17.11 - $19.84 $5.59K - $6.49K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q3 2020 Filed on Oct 23, 2020
120
$419.41 - $482.62 $50.3K - $57.9K
OI
O I Glass, Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 23, 2020
8,100
$8.63 - $12.02 $69.9K - $97.4K
OKE
Oneok Inc

Energy
Q3 2020 Filed on Oct 23, 2020
7
$24.48 - $32.18 $171 - $225
Opes Acquisition Corpora
Q3 2020 Filed on Oct 23, 2020
40
N/A
ORCL
Oracle Corp

Technology
Q3 2020 Filed on Oct 23, 2020
120
$53.99 - $60.94 $6.48K - $7.31K
OTIS
Otis Worldwide Corp

Industrials
Q3 2020 Filed on Oct 23, 2020
77
$55.78 - $65.34 $4.3K - $5.03K
OVV
Ovintiv Inc.

Energy
Q3 2020 Filed on Oct 23, 2020
3,496
$8.16 - $12.29 $28.5K - $43K
Perspecta Inc
Q3 2020 Filed on Oct 23, 2020
105
N/A
PSX
Phillips 66

Energy
Q3 2020 Filed on Oct 23, 2020
542
$51.84 - $69.11 $28.1K - $37.5K
UGL
Pro Shares Trust Ii

ETFs
Q3 2020 Filed on Oct 23, 2020
442
$63.63 - $83.22 $28.1K - $36.8K
SSO
Proshares Ultra S&P 500

ETFs
Q3 2020 Filed on Oct 23, 2020
348
$31.67 - $41.83 $11K - $14.6K
PSEC
Prospect Capital Corp

Financial Services
Q3 2020 Filed on Oct 23, 2020
200
$4.68 - $5.17 $936 - $1.03K
PRU
Prudential Financial Inc

Financial Services
Q3 2020 Filed on Oct 23, 2020
1,561
$58.03 - $70.74 $90.6K - $110K
QGEN
Qiagen N.V.

Healthcare
Q3 2020 Filed on Oct 23, 2020
426
$42.51 - $52.42 $18.1K - $22.3K
QRVO
Qorvo, Inc.

Technology
Q3 2020 Filed on Oct 23, 2020
61
$108.26 - $135.23 $6.6K - $8.25K
RRC
Range Resources Corp

Energy
Q3 2020 Filed on Oct 23, 2020
101
$5.62 - $8.88 $568 - $897
O
Realty Income Corp

Real Estate
Q3 2020 Filed on Oct 23, 2020
1,542
$55.07 - $63.77 $84.9K - $98.3K
RWT
Redwood Trust Inc

Real Estate
Q3 2020 Filed on Oct 23, 2020
69
$6.13 - $8.0 $423 - $552
UBT
Proshares Ultra 20+Yr Treasury

ETFs
Q3 2020 Filed on Oct 23, 2020
418
$64.49 - $73.29 $27K - $30.6K
USD
Proshares Ultra Semiconductors

ETFs
Q3 2020 Filed on Oct 23, 2020
200
$14.78 - $21.15 $2.96K - $4.23K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q3 2020 Filed on Oct 23, 2020
190
$66.66 - $75.41 $12.7K - $14.3K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q3 2020 Filed on Oct 23, 2020
34
$91.08 - $94.89 $3.1K - $3.23K
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