WealthPlan Investment Management, LLC's ownership history for IBM


WealthPlan Investment Management, LLC currently holds 41.2K shares with a market value of $11.6M. It started holding IBM on 2024-09-30. At its peak, it held 46.1K shares on 2024-09-30. Its highest holding value was $12.9M on 2025-06-30. At its lowest, it held 41.2K shares on 2025-09-30, with a value of $9.6M on 2024-12-31. In the recent 180 days, WealthPlan Investment Management, LLC has decreased its shares by 280. In the recent year, WealthPlan Investment Management, LLC has decreased its shares by 4.9K.


WealthPlan Investment Management, LLC's ownership history for IBM