Balance Wealth, LLC's ownership history for IBM

Balance Wealth, LLC currently holds 797 shares with a market value of $236.0K. It started holding IBM on 2025-06-30. At its peak, it held 797 shares on 2025-12-31. Its highest holding value was $236.0K on 2025-12-31. At its lowest, it held 774 shares on 2025-06-30, with a value of $220.5K on 2025-09-30. In the recent 180 days, Balance Wealth, LLC has increased its shares by 23.