Simplicity Wealth,LLC's ownership history for IBM

Simplicity Wealth,LLC currently holds 11.8K shares with a market value of $3.3M. It started holding IBM on 2024-09-30. At its peak, it held 13.4K shares on 2025-06-30. Its highest holding value was $3.9M on 2025-06-30. 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 9.8K. In the recent year, Simplicity Wealth,LLC has increased its shares by 2.3K.