Roth Financial Partners LLC's ownership history for IBM

Roth Financial Partners LLC currently holds 3.2K shares with a market value of $902.9K. It started holding IBM on 2024-09-30. At its peak, it held 3.2K shares on 2024-09-30. Its highest holding value was $943.3K on 2025-06-30. At its lowest, it held 3.2K shares on 2024-12-31, with a value of $558.6K on 2024-09-30. In the recent 180 days, Roth Financial Partners LLC has increased its shares by 0. In the recent year, Roth Financial Partners LLC has decreased its shares by 30.