GoalVest Advisory LLC's ownership history for IBM

GoalVest Advisory LLC currently holds 343 shares with a market value of $96.8K. It started holding IBM on 2024-09-30. At its peak, it held 343 shares on 2025-06-30. Its highest holding value was $101.1K on 2025-06-30. At its lowest, it held 248 shares on 2024-09-30, with a value of $54.5K on 2024-12-31. In the recent 180 days, GoalVest Advisory LLC has increased its shares by 90. In the recent year, GoalVest Advisory LLC has increased its shares by 95.