Gibbs Wealth Management's ownership history for WSO

Gibbs Wealth Management currently holds 635 shares with a market value of $256.7K. It started holding WSO on 2024-09-30. At its peak, it held 752 shares on 2025-06-30. Its highest holding value was $332.1K on 2025-06-30. At its lowest, it held 408 shares on 2024-09-30, with a value of $200.7K on 2024-09-30. In the recent 180 days, Gibbs Wealth Management has increased its shares by 52. In the recent year, Gibbs Wealth Management has increased its shares by 227.