Bernardo Wealth Planning LLC's ownership history for IBM

Bernardo Wealth Planning LLC currently holds 1.3K shares with a market value of $362.2K. It started holding IBM on 2024-09-30. At its peak, it held 1.3K shares on 2025-09-30. Its highest holding value was $362.2K on 2025-09-30. At its lowest, it held 1.2K shares on 2024-09-30, with a value of $271 on 2024-09-30. In the recent 180 days, Bernardo Wealth Planning LLC has increased its shares by 56. In the recent year, Bernardo Wealth Planning LLC has increased its shares by 120.