EA
IBM icon

Ellsworth Advisors’s IBM IBM Stock Holding History

Ellsworth Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$324K Buy
1,099
+4
+0.4% +$1.18K 0.08% 144
2025
Q1 		$272K Buy
1,095
+7
+0.6% +$1.74K 0.07% 160
2024
Q4 		$239K Buy
1,088
+7
+0.6% +$1.54K 0.06% 159
2024
Q3 		$239K Buy
+1,081
New +$239K 0.06% 165