A detailed history of Ropes Wealth Advisors LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 38,809 shares of IBM stock, worth $7.96 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
38,809
Previous 42,461 8.6%
Holding current value
$7.96 Million
Previous $5.68 Million 4.17%
% of portfolio
1.06%
Previous 0.95%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023

SELL
$132.08 - $149.83 $482,356 - $547,179
-3,652 Reduced 8.6%
38,809 $5.44 Million
Q2 2023

Aug 07, 2023

BUY
$120.9 - $138.4 $309,624 - $354,442
2,561 Added 6.42%
42,461 $5.68 Million
Q1 2023

May 08, 2023

SELL
$123.28 - $145.87 $67,434 - $79,790
-547 Reduced 1.35%
39,900 $5.23 Million
Q4 2022

Feb 06, 2023

SELL
$117.75 - $150.62 $10,479 - $13,405
-89 Reduced 0.22%
40,447 $5.7 Million
Q3 2022

Nov 01, 2022

BUY
$118.81 - $141.12 $228,709 - $271,656
1,925 Added 4.99%
40,536 $4.82 Million
Q2 2022

Aug 10, 2022

SELL
$125.98 - $142.88 $78,485 - $89,014
-623 Reduced 1.59%
38,611 $5.45 Million
Q1 2022

May 04, 2022

BUY
$121.35 - $138.22 $62,616 - $71,321
516 Added 1.33%
39,234 $5.1 Million
Q4 2021

Feb 10, 2022

SELL
$115.81 - $138.25 $795,383 - $949,501
-6,868 Reduced 15.07%
38,718 $5.18 Million
Q3 2021

Nov 05, 2021

SELL
$127.12 - $140.38 $220,298 - $243,278
-1,733 Reduced 3.66%
45,586 $6.33 Million
Q2 2021

Aug 04, 2021

SELL
$125.41 - $144.63 $393,160 - $453,415
-3,135 Reduced 6.21%
47,319 $6.94 Million
Q1 2021

May 12, 2021

SELL
$113.37 - $130.38 $915,462 - $1.05 Million
-8,075 Reduced 13.8%
50,454 $7.28 Million
Q4 2020

Feb 05, 2021

BUY
$101.96 - $125.71 $1.71 Million - $2.11 Million
16,811 Added 40.3%
58,529 $7.37 Million
Q3 2020

Oct 16, 2020

BUY
$110.62 - $123.01 $70,686 - $78,603
639 Added 1.56%
41,718 $5.08 Million
Q2 2020

Jul 20, 2020

BUY
$100.52 - $129.78 $5,327 - $6,878
53 Added 0.13%
41,079 $4.96 Million
Q1 2020

Apr 24, 2020

BUY
$90.6 - $149.87 $152,298 - $251,931
1,681 Added 4.27%
41,026 $4.55 Million
Q4 2019

Feb 05, 2020

SELL
$126.11 - $137.34 $668,509 - $728,039
-5,301 Reduced 11.87%
39,345 $5.27 Million
Q3 2019

Nov 05, 2019

BUY
$123.87 - $144.7 $744,210 - $869,357
6,008 Added 15.55%
44,646 $6.49 Million
Q2 2019

Jul 31, 2019

SELL
$121.41 - $138.76 $720,446 - $823,401
-5,934 Reduced 13.31%
38,638 $5.33 Million
Q1 2019

Apr 15, 2019

SELL
$107.94 - $135.22 $261,646 - $327,773
-2,424 Reduced 5.16%
44,572 $6.29 Million
Q4 2018

Feb 08, 2019

SELL
$102.84 - $146.99 $517,902 - $740,241
-5,036 Reduced 9.68%
46,996 $5.34 Million
Q3 2018

Oct 30, 2018

BUY
$133.43 - $144.94 $2.36 Million - $2.57 Million
17,709 Added 51.6%
52,032 $7.87 Million
Q2 2018

Aug 13, 2018

SELL
$131.43 - $153.83 $2.54 Million - $2.97 Million
-19,320 Reduced 36.02%
34,323 $4.8 Million
Q1 2018

Apr 30, 2018

BUY
$141.1 - $161.68 $155,210 - $177,848
1,100 Added 2.09%
53,643 $8.23 Million
Q4 2017

Feb 13, 2018

BUY
$140.04 - $154.94 $20,025 - $22,156
143 Added 0.27%
52,543 $8.06 Million
Q3 2017

Nov 09, 2017

BUY
$133.56 - $140.11 $7 Million - $7.34 Million
52,400
52,400 $7.6 Million

Others Institutions Holding IBM

About INTERNATIONAL BUSINESS MACHINES CORP


  • Ticker IBM
  • Exchange NYSE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 896,320,000
  • Market Cap $184B
  • Description
  • International Business Machines Corporation provides integrated solutions and services worldwide. The company operates through four business segments: Software, Consulting, Infrastructure, and Financing. The Software segment offers hybrid cloud platform and software solutions, such as Red Hat, an enterprise open-source solutions; software for bu...
More about IBM
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