Falcon Wealth Planning's ownership history for IBM

Falcon Wealth Planning currently holds 1.0K shares with a market value of $298.2K. It started holding IBM on 2025-06-30. At its peak, it held 1.0K shares on 2025-12-31. Its highest holding value was $298.2K on 2025-12-31. At its lowest, it held 835 shares on 2025-09-30, with a value of $235.6K on 2025-09-30. In the recent 180 days, Falcon Wealth Planning has increased its shares by 160.