Schwallier Wealth Management LLC's ownership history for IBD

Schwallier Wealth Management LLC currently holds 16.1K shares with a market value of $385.0K. It started holding IBD on 2024-09-30. At its peak, it held 19.1K shares on 2025-12-31. Its highest holding value was $462.4K on 2025-12-31. At its lowest, it held 10.8K shares on 2024-09-30, with a value of $259.9K on 2024-09-30. In the recent 180 days, Schwallier Wealth Management LLC has decreased its shares by 1.1K. In the recent year, Schwallier Wealth Management LLC has decreased its shares by 342.