Essex Financial Services’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
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|
2025
Q1 | $7.49M | Sell |
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|
2024
Q4 | $7.51M | Sell |
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|
2024
Q3 | $8.31M | Sell |
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|
2024
Q2 | $8.55M | Buy |
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|
2024
Q1 | $5.86M | Buy |
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|
2023
Q4 | $4.9M | Buy |
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|
2023
Q3 | $4.09M | Buy |
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|
2023
Q2 | $3.77M | Sell |
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|
2023
Q1 | $3.7M | Buy |
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|
2022
Q4 | $3.91M | Buy |
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|
2022
Q3 | $3.29M | Buy |
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|
2022
Q2 | $3.8M | Buy |
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|
2022
Q1 | $3.42M | Sell |
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|
2021
Q4 | $3.55M | Sell |
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|
2021
Q3 | $3.66M | Buy |
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|
2021
Q2 | $2.78M | Hold |
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|
2021
Q1 | $2.78M | Sell |
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|
2020
Q4 | $2.99M | Buy |
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|
2020
Q3 | $2.62M | Buy |
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|
2020
Q2 | $2.23M | Sell |
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|
2020
Q1 | $2.1M | Sell |
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|
2019
Q4 | $2.69M | Sell |
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|
2019
Q3 | $3.04M | Sell |
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|
2019
Q2 | $2.99M | Sell |
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|
2019
Q1 | $3.19M | Sell |
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|
2018
Q4 | $2.64M | Sell |
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|
2018
Q3 | $3.9M | Buy |
|
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|
2018
Q2 | $3.58M | Buy |
|
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|
2018
Q1 | $3.77M | Sell |
|
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|
2017
Q4 | $3.8M | Buy |
|
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|
2017
Q3 | $3.5M | Sell |
|
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|
2017
Q2 | $3.75M | Sell |
|
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|
2017
Q1 | $4.6M | Sell |
|
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|
2016
Q4 | $4.66M | Sell |
|
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|
2016
Q3 | $4.46M | Buy |
|
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|
2016
Q2 | $4.07M | Sell |
|
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|
2016
Q1 | $4.09M | Sell |
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|
2015
Q4 | $3.83M | Buy |
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|
2015
Q3 | $4.03M | Sell |
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|
2015
Q2 | $4.59M | Sell |
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|
2015
Q1 | $4.79M | Sell |
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|
2014
Q4 | $5.22M | Sell |
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|
2014
Q3 | $6.6M | Sell |
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|
2014
Q2 | $6.33M | Buy |
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|
2014
Q1 | $6.38M | Sell |
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|
2013
Q4 | $6.9M | Sell |
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|
2013
Q3 | $7.86K | Sell |
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|
2013
Q2 | $8.66M | Buy |
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