SUMMIT WEALTH GROUP LLC / CO's ownership history for IBM

SUMMIT WEALTH GROUP LLC / CO currently holds 1.5K shares with a market value of $371.6K. It started holding IBM on 2025-06-30. At its peak, it held 8.6K shares on 2025-09-30. Its highest holding value was $747.5K on 2025-09-30. At its lowest, it held 908 shares on 2025-06-30, with a value of $267.7K on 2025-06-30. In the recent 180 days, SUMMIT WEALTH GROUP LLC / CO has decreased its shares by 7.1K.