Root Financial Partners, LLC's ownership history for IBM

Root Financial Partners, LLC currently holds 2.0K shares with a market value of $599.8K. It started holding IBM on 2024-12-31. At its peak, it held 2.1K shares on 2025-09-30. Its highest holding value was $599.8K on 2025-12-31. At its lowest, it held 1.1K shares on 2024-12-31, with a value of $245.3K on 2024-12-31. In the recent 180 days, Root Financial Partners, LLC has increased its shares by 514. In the recent year, Root Financial Partners, LLC has increased its shares by 909.