Simplicity Wealth,LLC's ownership history for IBM

Simplicity Wealth,LLC currently holds 17.5K shares with a market value of $4.3M. It started holding IBM on 2024-09-30. At its peak, it held 17.5K shares on 2026-03-31. Its highest holding value was $4.3M on 2026-03-31. At its lowest, it held 2.0K shares on 2025-03-31, with a value of $506.6K on 2025-03-31. In the recent 180 days, Simplicity Wealth,LLC has increased its shares by 5.7K. In the recent year, Simplicity Wealth,LLC has increased its shares by 15.5K.