ESB
Essex Savings Bank’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
8,036
+31
| +0.4% | +$9.14K | 0.56% | 38 |
|
|
2025
Q1 | $1.99M | Buy |
8,005
+45
| +0.6% | +$11.2K | 0.49% | 40 |
|
|
2024
Q4 | $1.75M | Sell |
7,960
-71
| -0.9% | -$15.6K | 0.43% | 50 |
|
|
2024
Q3 | $1.78M | Hold |
8,031
| – | – | 0.44% | 46 |
|
|
2024
Q2 | $1.39M | Sell |
8,031
-561
| -7% | -$97K | 0.37% | 63 |
|
|
2024
Q1 | $1.41M | Hold |
8,592
| – | – | 0.41% | 57 |
|
|
2023
Q4 | $1.41M | Sell |
8,592
-97
| -1% | -$15.9K | 0.41% | 57 |
|
|
2023
Q3 | $1.22M | Sell |
8,689
-352
| -4% | -$49.4K | 0.41% | 57 |
|
|
2023
Q2 | $1.21M | Buy |
9,041
+338
| +4% | +$45.2K | 0.4% | 55 |
|
|
2023
Q1 | $1.14M | Sell |
8,703
-208
| -2% | -$27.3K | 0.4% | 58 |
|
|
2022
Q4 | $1.26M | Sell |
8,911
-1,509
| -14% | -$213K | 0.44% | 56 |
|
|
2022
Q3 | $1.24M | Sell |
10,420
-1,258
| -11% | -$149K | 0.49% | 42 |
|
|
2022
Q2 | $1.65M | Sell |
11,678
-504
| -4% | -$71.2K | 0.63% | 34 |
|
|
2022
Q1 | $1.58M | Sell |
12,182
-204
| -2% | -$26.5K | 0.52% | 49 |
|
|
2021
Q4 | $1.66M | Buy |
12,386
+326
| +3% | +$43.6K | 0.56% | 44 |
|
|
2021
Q3 | $1.69M | Sell |
12,060
-77
| -0.6% | -$10.8K | 0.62% | 37 |
|
|
2021
Q2 | $1.75M | Sell |
12,137
-202
| -2% | -$29K | 0.67% | 35 |
|
|
2021
Q1 | $1.47M | Buy |
12,339
+205
| +2% | +$24.4K | 0.64% | 36 |
|
|
2020
Q4 | $1.53M | Sell |
12,134
-405
| -3% | -$51K | 0.68% | 35 |
|
|
2020
Q3 | $1.53M | Buy |
12,539
+1,482
| +13% | +$180K | 0.75% | 31 |
|
|
2020
Q2 | $1.34M | Sell |
11,057
-365
| -3% | -$44.1K | 0.79% | 27 |
|
|
2020
Q1 | $1.27M | Sell |
11,422
-535
| -4% | -$59.3K | 0.9% | 22 |
|
|
2019
Q4 | $1.6M | Sell |
11,957
-2,556
| -18% | -$342K | 0.82% | 30 |
|
|
2019
Q3 | $2.11M | Sell |
14,513
-7,952
| -35% | -$1.16M | 1.12% | 19 |
|
|
2019
Q2 | $3.1M | Buy |
22,465
+9,944
| +79% | +$1.37M | 1.09% | 15 |
|
|
2019
Q1 | $1.77M | Sell |
12,521
-414
| -3% | -$58.4K | 1% | 18 |
|
|
2018
Q4 | $1.47M | Buy |
+12,935
| New | +$1.47M | 0.92% | 19 |
|