Plan A Wealth LLC's ownership history for IBM

Plan A Wealth LLC currently holds 2.8K shares with a market value of $774.5K. It started holding IBM on 2025-03-31. At its peak, it held 2.8K shares on 2026-06-30. Its highest holding value was $774.5K on 2026-06-30. At its lowest, it held 1.4K shares on 2025-03-31, with a value of $358.1K on 2025-03-31. In the recent 180 days, Plan A Wealth LLC has increased its shares by 341. In the recent year, Plan A Wealth LLC has increased its shares by 567.