Level Wealth Management LLC's ownership history for IBM

Level Wealth Management LLC currently holds 917 shares with a market value of $271.6K. It started holding IBM on 2024-12-31. At its peak, it held 1.2K shares on 2025-03-31. Its highest holding value was $335.2K on 2025-06-30. At its lowest, it held 917 shares on 2025-12-31, with a value of $254.4K on 2024-12-31. In the recent 180 days, Level Wealth Management LLC has decreased its shares by 220. In the recent year, Level Wealth Management LLC has decreased its shares by 240.