Cassaday & Co Wealth Management LLC's ownership history for IBM

Cassaday & Co Wealth Management LLC currently holds 14.4K shares with a market value of $4.1M. It started holding IBM on 2024-09-30. At its peak, it held 14.4K shares on 2025-09-30. Its highest holding value was $4.2M on 2025-06-30. At its lowest, it held 13.1K shares on 2024-09-30, with a value of $2.9M on 2024-09-30. In the recent 180 days, Cassaday & Co Wealth Management LLC has increased its shares by 61. In the recent year, Cassaday & Co Wealth Management LLC has increased its shares by 1.3K.