Cassaday & Co Wealth Management LLC's ownership history for IBM

Cassaday & Co Wealth Management LLC currently holds 14.7K shares with a market value of $3.6M. It started holding IBM on 2024-09-30. At its peak, it held 14.7K shares on 2026-03-31. Its highest holding value was $4.3M on 2025-12-31. At its lowest, it held 13.1K shares on 2024-09-30, with a value of $2.9M on 2024-09-30. In the recent 180 days, Cassaday & Co Wealth Management LLC has increased its shares by 282. In the recent year, Cassaday & Co Wealth Management LLC has increased its shares by 343.