Sonoma Private Wealth LLC's ownership history for IBM

Sonoma Private Wealth LLC currently holds 958 shares with a market value of $270.3K. It started holding IBM on 2024-09-30. At its peak, it held 1.4K shares on 2024-09-30. Its highest holding value was $317.9K on 2024-09-30. At its lowest, it held 930 shares on 2025-06-30, with a value of $240.7K on 2025-03-31. In the recent 180 days, Sonoma Private Wealth LLC has decreased its shares by 10. In the recent year, Sonoma Private Wealth LLC has decreased its shares by 480.