Balance Wealth, LLC's ownership history for IBM

Balance Wealth, LLC currently holds 781 shares with a market value of $220.5K. It started holding IBM on 2025-06-30. At its peak, it held 781 shares on 2025-09-30. Its highest holding value was $228.1K on 2025-06-30. At its lowest, it held 774 shares on 2025-06-30, with a value of $220.5K on 2025-09-30.