Asset Planning,Inc's ownership history for IBM

Asset Planning,Inc currently holds 1.6K shares with a market value of $440.2K. It started holding IBM on 2024-12-31. At its peak, it held 1.7K shares on 2025-03-31. Its highest holding value was $459.5K on 2025-06-30. At its lowest, it held 1.6K shares on 2025-06-30, with a value of $380.5K on 2024-12-31. In the recent 180 days, Asset Planning,Inc has decreased its shares by 172.