Trek Financial, LLC's ownership history for IBM

Trek Financial, LLC currently holds 9.2K shares with a market value of $2.7M. It started holding IBM on 2024-12-31. At its peak, it held 27.5K shares on 2025-03-31. Its highest holding value was $6.8M on 2025-03-31. At its lowest, it held 2.0K shares on 2025-06-30, with a value of $602.1K on 2025-06-30. In the recent 180 days, Trek Financial, LLC has increased its shares by 7.1K. In the recent year, Trek Financial, LLC has increased its shares by 4.1K.