KWB Wealth's ownership history for IBM

KWB Wealth currently holds 1.7K shares with a market value of $506.4K. It started holding IBM on 2024-09-30. At its peak, it held 2.4K shares on 2025-06-30. Its highest holding value was $622.1K on 2025-09-30. At its lowest, it held 1.7K shares on 2025-12-31, with a value of $391.9K on 2024-09-30. In the recent 180 days, KWB Wealth has decreased its shares by 684. In the recent year, KWB Wealth has decreased its shares by 528.