Essex Investment Management’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,529
| Closed | -$1.62M | – | 405 |
|
|
2022
Q4 | $1.62M | Buy |
+11,529
| New | +$1.62M | 0.25% | 120 |
|
|
2022
Q3 | – | Sell |
-9,187
| Closed | -$1.3M | – | 420 |
|
|
2022
Q2 | $1.3M | Sell |
9,187
-384
| -4% | -$54.2K | 0.21% | 146 |
|
|
2022
Q1 | $1.24M | Buy |
+9,571
| New | +$1.24M | 0.16% | 200 |
|
|
2017
Q3 | – | Sell |
-20,579
| Closed | -$3.03M | – | 367 |
|
|
2017
Q2 | $3.03M | Buy |
20,579
+7,044
| +52% | +$1.04M | 0.43% | 58 |
|
|
2017
Q1 | $2.25M | Buy |
13,535
+11,580
| +592% | +$1.93M | 0.35% | 73 |
|
|
2016
Q4 | $310K | Buy |
+1,955
| New | +$310K | 0.05% | 291 |
|
|
2013
Q4 | – | Sell |
-1,511
| Closed | -$268K | – | 372 |
|
|
2013
Q3 | $268K | Hold |
1,511
| – | – | 0.04% | 313 |
|
|
2013
Q2 | $276K | Buy |
+1,511
| New | +$276K | 0.05% | 282 |
|