United Financial Planning Group LLC's ownership history for IBM
United Financial Planning Group LLC currently holds 571 shares with a market value of $138.4K. It started holding IBM on 2025-09-30. At its peak, it held 650 shares on 2025-09-30. Its highest holding value was $191.9K on 2025-12-31. At its lowest, it held 571 shares on 2026-03-31, with a value of $138.4K on 2026-03-31. In the recent 180 days, United Financial Planning Group LLC has decreased its shares by 79.
United Financial Planning Group LLC's ownership history for IBM