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 |
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|
2023
Q2 | $5.68M | Buy |
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|
2023
Q1 | $5.23M | Sell |
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|
2022
Q4 | $5.7M | Sell |
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|
2022
Q3 | $4.82M | Buy |
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|
2022
Q2 | $5.45M | Sell |
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|
2022
Q1 | $5.1M | Buy |
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|
2021
Q4 | $5.17M | Sell |
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|
2021
Q3 | $6.33M | Sell |
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|
2021
Q2 | $6.94M | Sell |
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|
2021
Q1 | $7.28M | Sell |
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|
2020
Q4 | $7.37M | Buy |
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|
2020
Q3 | $5.08M | Buy |
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|
2020
Q2 | $4.96M | Buy |
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|
2020
Q1 | $4.55M | Buy |
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|
2019
Q4 | $5.27M | Sell |
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|
2019
Q3 | $6.49M | Buy |
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|
2019
Q2 | $5.33M | Sell |
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|
2019
Q1 | $6.29M | Sell |
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|
2018
Q4 | $5.34M | Sell |
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|
2018
Q3 | $7.87M | Buy |
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|
2018
Q2 | $4.79M | Sell |
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|
2018
Q1 | $8.23M | Buy |
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|
2017
Q4 | $8.06M | Buy |
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|
2017
Q3 | $7.6M | Buy |
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|
2017
Q2 | $7.73M | Buy |
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|
2017
Q1 | $7.46M | Sell |
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|
2016
Q4 | $8.36M | Buy |
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|
2016
Q3 | $7.95M | Buy |
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|
2016
Q2 | $7.55M | Buy |
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|
2016
Q1 | $6.79M | Sell |
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|
2015
Q4 | $6.21M | Buy |
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|
2015
Q3 | $6.24M | Buy |
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|
2015
Q2 | $6.61M | Sell |
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|
2015
Q1 | $6.57M | Buy |
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