Phoenix Wealth Advisors's ownership history for IBM

Phoenix Wealth Advisors currently holds 2.2K shares with a market value of $629.8K. It started holding IBM on 2024-09-30. At its peak, it held 2.2K shares on 2025-09-30. Its highest holding value was $657.8K on 2025-06-30. At its lowest, it held 2.0K shares on 2024-09-30, with a value of $437.3K on 2024-09-30. In the recent 180 days, Phoenix Wealth Advisors has increased its shares by 1. In the recent year, Phoenix Wealth Advisors has increased its shares by 254.