Confluence Wealth Services, Inc.'s ownership history for IBM

Confluence Wealth Services, Inc. currently holds 15.5K shares with a market value of $4.6M. It started holding IBM on 2024-09-30. At its peak, it held 17.0K shares on 2025-09-30. Its highest holding value was $4.8M on 2025-09-30. At its lowest, it held 14.6K shares on 2025-06-30, with a value of $3.3M on 2024-09-30. In the recent 180 days, Confluence Wealth Services, Inc. has increased its shares by 845. In the recent year, Confluence Wealth Services, Inc. has increased its shares by 746.