EFS
Essex Financial Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
34,377
+4,236
| +14% | +$1.25M | 0.66% | 28 |
|
|
2025
Q1 | $7.49M | Sell |
30,141
-4,038
| -12% | -$1M | 0.54% | 41 |
|
|
2024
Q4 | $7.51M | Sell |
34,179
-1,600
| -4% | -$352K | 0.53% | 37 |
|
|
2024
Q3 | $8.31M | Sell |
35,779
-8,604
| -19% | -$2M | 0.6% | 33 |
|
|
2024
Q2 | $8.55M | Buy |
44,383
+13,697
| +45% | +$2.64M | 0.63% | 31 |
|
|
2024
Q1 | $5.86M | Buy |
30,686
+734
| +2% | +$140K | 0.54% | 39 |
|
|
2023
Q4 | $4.9M | Buy |
29,952
+791
| +3% | +$129K | 0.51% | 47 |
|
|
2023
Q3 | $4.09M | Buy |
29,161
+978
| +3% | +$137K | 0.47% | 50 |
|
|
2023
Q2 | $3.77M | Sell |
28,183
-38
| -0.1% | -$5.09K | 0.43% | 57 |
|
|
2023
Q1 | $3.7M | Buy |
28,221
+461
| +2% | +$60.4K | 0.39% | 69 |
|
|
2022
Q4 | $3.91M | Buy |
27,760
+92
| +0.3% | +$13K | 0.41% | 56 |
|
|
2022
Q3 | $3.29M | Buy |
27,668
+764
| +3% | +$90.8K | 0.39% | 62 |
|
|
2022
Q2 | $3.8M | Buy |
26,904
+631
| +2% | +$89.1K | 0.42% | 56 |
|
|
2022
Q1 | $3.42M | Sell |
26,273
-259
| -1% | -$33.7K | 0.33% | 74 |
|
|
2021
Q4 | $3.55M | Buy |
26,532
+219
| +0.8% | +$29.3K | 0.35% | 68 |
|
|
2021
Q3 | $3.66M | Buy |
26,313
+5,456
| +26% | +$758K | 0.42% | 54 |
|
|
2021
Q2 | $2.78M | Hold |
20,857
| – | – | 0.4% | 57 |
|
|
2021
Q1 | $2.78M | Sell |
20,857
-2,905
| -12% | -$387K | 0.5% | 52 |
|
|
2020
Q4 | $2.99M | Buy |
23,762
+2,236
| +10% | +$281K | 0.59% | 43 |
|
|
2020
Q3 | $2.62M | Buy |
21,526
+3,037
| +16% | +$370K | 0.64% | 43 |
|
|
2020
Q2 | $2.23M | Sell |
18,489
-459
| -2% | -$55.4K | 0.69% | 40 |
|
|
2020
Q1 | $2.1M | Sell |
18,948
-1,160
| -6% | -$129K | 0.75% | 35 |
|
|
2019
Q4 | $2.7M | Sell |
20,108
-764
| -4% | -$102K | 0.74% | 36 |
|
|
2019
Q3 | $3.04M | Sell |
20,872
-824
| -4% | -$120K | 0.98% | 26 |
|
|
2019
Q2 | $2.99M | Sell |
21,696
-905
| -4% | -$125K | 0.88% | 30 |
|
|
2019
Q1 | $3.19M | Sell |
22,601
-644
| -3% | -$90.9K | 0.96% | 27 |
|
|
2018
Q4 | $2.64M | Sell |
23,245
-2,580
| -10% | -$293K | 0.81% | 32 |
|
|
2018
Q3 | $3.91M | Buy |
25,825
+179
| +0.7% | +$27.1K | 0.86% | 29 |
|
|
2018
Q2 | $3.58M | Buy |
25,646
+1,072
| +4% | +$150K | 0.86% | 32 |
|
|
2018
Q1 | $3.77M | Sell |
24,574
-220
| -0.9% | -$33.8K | 0.74% | 36 |
|
|
2017
Q4 | $3.8M | Buy |
24,794
+705
| +3% | +$108K | 0.9% | 30 |
|
|
2017
Q3 | $3.5M | Sell |
24,089
-305
| -1% | -$44.3K | 0.86% | 35 |
|
|
2017
Q2 | $3.75M | Sell |
24,394
-2,043
| -8% | -$314K | 0.79% | 32 |
|
|
2017
Q1 | $4.6M | Sell |
26,437
-1,604
| -6% | -$279K | 1.06% | 21 |
|
|
2016
Q4 | $4.66M | Sell |
28,041
-87
| -0.3% | -$14.4K | 1% | 21 |
|
|
2016
Q3 | $4.46M | Buy |
28,128
+1,306
| +5% | +$207K | 1.06% | 19 |
|
|
2016
Q2 | $4.07M | Sell |
26,822
-202
| -0.7% | -$30.7K | 0.98% | 22 |
|
|
2016
Q1 | $4.09M | Sell |
27,024
-844
| -3% | -$128K | 1.01% | 21 |
|
|
2015
Q4 | $3.84M | Buy |
27,868
+58
| +0.2% | +$7.98K | 0.92% | 23 |
|
|
2015
Q3 | $4.03M | Sell |
27,810
-385
| -1% | -$55.8K | 1.05% | 21 |
|
|
2015
Q2 | $4.59M | Sell |
28,195
-1,664
| -6% | -$271K | 1.18% | 13 |
|
|
2015
Q1 | $4.79M | Sell |
29,859
-2,709
| -8% | -$435K | 1.23% | 11 |
|
|
2014
Q4 | $5.23M | Sell |
32,568
-2,188
| -6% | -$351K | 1.36% | 10 |
|
|
2014
Q3 | $6.6M | Sell |
34,756
-135
| -0.4% | -$25.6K | 1.97% | 8 |
|
|
2014
Q2 | $6.33M | Buy |
34,891
+1,748
| +5% | +$317K | 1.89% | 8 |
|
|
2014
Q1 | $6.38M | Sell |
33,143
-3,623
| -10% | -$697K | 2.08% | 8 |
|
|
2013
Q4 | $6.9M | Sell |
36,766
-5,701
| -13% | -$1.07M | 2.33% | 6 |
|
|
2013
Q3 | $7.86K | Sell |
42,467
-2,864
| -6% | -$530 | 2.47% | 5 |
|
|
2013
Q2 | $8.66M | Buy |
+45,331
| New | +$8.66M | 3.03% | 4 |
|