Ropes Wealth Advisors’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.44M | Sell |
38,809
-3,652
| -9% | -$520K | 1.06% | 21 |
|
|
2023
Q2 | $5.68M | Buy |
42,461
+2,561
| +6% | +$331K | 0.94% | 25 |
|
|
2023
Q1 | $5.23M | Sell |
39,900
-547
| -1% | -$73.2K | 0.95% | 25 |
|
|
2022
Q4 | $5.7M | Sell |
40,447
-89
| -0.2% | -$12.3K | 1.02% | 24 |
|
|
2022
Q3 | $4.82M | Buy |
40,536
+1,925
| +5% | +$253K | 1.01% | 25 |
|
|
2022
Q2 | $5.45M | Sell |
38,611
-623
| -2% | -$84.1K | 1.12% | 20 |
|
|
2022
Q1 | $5.1M | Buy |
39,234
+516
| +1% | +$67.3K | 0.88% | 25 |
|
|
2021
Q4 | $5.17M | Sell |
38,718
-8,965
| -19% | -$1.12M | 0.91% | 27 |
|
|
2021
Q3 | $6.33M | Sell |
47,683
-1,813
| -4% | -$242K | 1.01% | 17 |
|
|
2021
Q2 | $6.94M | Sell |
49,496
-3,279
| -6% | -$448K | 1.1% | 16 |
|
|
2021
Q1 | $7.28M | Sell |
52,775
-8,446
| -14% | -$1.01M | 1.28% | 14 |
|
|
2020
Q4 | $7.37M | Buy |
61,221
+17,584
| +40% | +$2.03M | 1.14% | 12 |
|
|
2020
Q3 | $5.08M | Buy |
43,637
+668
| +2% | +$78.6K | 0.98% | 17 |
|
|
2020
Q2 | $4.96M | Buy |
42,969
+56
| +0.1% | +$6.5K | 1.01% | 18 |
|
|
2020
Q1 | $4.55M | Buy |
42,913
+1,758
| +4% | +$222K | 1.15% | 17 |
|
|
2019
Q4 | $5.27M | Sell |
41,155
-5,545
| -12% | -$721K | 1.14% | 19 |
|
|
2019
Q3 | $6.49M | Buy |
46,700
+6,285
| +16% | +$848K | 1.38% | 13 |
|
|
2019
Q2 | $5.33M | Sell |
40,415
-6,207
| -13% | -$815K | 1.12% | 19 |
|
|
2019
Q1 | $6.29M | Sell |
46,622
-2,536
| -5% | -$323K | 1.66% | 11 |
|
|
2018
Q4 | $5.34M | Sell |
49,158
-5,267
| -10% | -$632K | 1.54% | 14 |
|
|
2018
Q3 | $7.87M | Buy |
54,425
+18,523
| +52% | +$2.59M | 1.94% | 8 |
|
|
2018
Q2 | $4.79M | Sell |
35,902
-20,209
| -36% | -$2.82M | 1.3% | 19 |
|
|
2018
Q1 | $8.23M | Buy |
56,111
+1,151
| +2% | +$174K | 2.25% | 8 |
|
|
2017
Q4 | $8.06M | Buy |
54,960
+150
| +0.3% | +$21.8K | 2.11% | 8 |
|
|
2017
Q3 | $7.6M | Buy |
54,810
+2,277
| +4% | +$317K | 2.06% | 11 |
|
|
2017
Q2 | $7.73M | Buy |
52,533
+7,750
| +17% | +$1.17M | 2.19% | 9 |
|
|
2017
Q1 | $7.46M | Sell |
44,783
-7,898
| -15% | -$1.32M | 2.15% | 9 |
|
|
2016
Q4 | $8.36M | Buy |
52,681
+319
| +0.6% | +$48.6K | 2.62% | 6 |
|
|
2016
Q3 | $7.95M | Buy |
52,362
+297
| +0.6% | +$45.1K | 2.69% | 5 |
|
|
2016
Q2 | $7.55M | Buy |
52,065
+5,202
| +11% | +$745K | 2.64% | 5 |
|
|
2016
Q1 | $6.79M | Sell |
46,863
-357
| -0.8% | -$45.6K | 3% | 4 |
|
|
2015
Q4 | $6.21M | Buy |
47,220
+2,197
| +5% | +$295K | 2.73% | 5 |
|
|
2015
Q3 | $6.24M | Buy |
45,023
+2,543
| +6% | +$376K | 3.27% | 4 |
|
|
2015
Q2 | $6.61M | Sell |
42,480
-346
| -0.8% | -$55.6K | 3.59% | 4 |
|
|
2015
Q1 | $6.57M | Buy |
+42,826
| New | +$6.5M | 3.41% | 4 |
|
Other funds holding IBM
Ropes Wealth Advisors's IBM Position: Q3 2023 in Review
Ropes Wealth Advisors reduced its IBM (IBM) stake by 8.6% in Q3 2023, selling an estimated $520K and leaving 38,809 shares worth $5.44M. The position accounts for 1.06% of the portfolio, ranked #21.
Ropes Wealth Advisors first reported a position in IBM in Q1 2015 and has held it in 35 quarters since. The position peaked at $8.36M in Q4 2016. 2,460 funds tracked by Wall St. Rank hold IBM as of Q3 2023.
- Ropes Wealth Advisors held 38,809 shares of IBM worth $5.44M as of Q3 2023.
- Ropes Wealth Advisors sold 3,652 IBM shares in Q3 2023, an estimated $520K.
- IBM made up 1.06% of Ropes Wealth Advisors's portfolio in Q3 2023, its #21 holding.
- Ropes Wealth Advisors first reported a position in IBM in Q1 2015 and has held it in 35 quarters since.
- Ropes Wealth Advisors's IBM position peaked at $8.36M in Q4 2016.
- 2,460 funds tracked by Wall St. Rank held IBM as of Q3 2023.
Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.