Total Wealth Planning & Management, Inc.'s ownership history for IBM

Total Wealth Planning & Management, Inc. currently holds 1.1K shares with a market value of $329.4K. It started holding IBM on 2024-12-31. At its peak, it held 1.2K shares on 2025-06-30. Its highest holding value was $342.5K on 2025-06-30. At its lowest, it held 1.1K shares on 2025-03-31, with a value of $247.7K on 2024-12-31. In the recent 180 days, Total Wealth Planning & Management, Inc. has increased its shares by 0.