INTERNATIONAL BUSINESS MACHS

Ticker: IBM CUSIP: 459200101 Class: COM

Phillips Wealth Planners LLC's Holding History (CIK: 0001962628)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 4,059 Value ($000) $1,208 Avg Close $298.78 Range $262.11 - $324.90
Q3 2025
Shares 3,860 Value ($000) $1,117 Avg Close $259.55 Range $232.08 - $292.01
Q2 2025
Shares 3,843 Value ($000) $1,116 Avg Close $253.82 Range $210.49 - $292.56
Q1 2025
Shares 4,009 Value ($000) $944 Avg Close $239.40 Range $209.20 - $261.47
Q4 2024
Shares 3,811 Value ($000) $837 Avg Close $216.31 Range $196.83 - $233.32
Q3 2024
Shares 3,849 Value ($000) $899 Avg Close $188.97 Range $166.24 - $216.80
Q2 2024
Shares 1,699 Value ($000) $302 Avg Close $165.85 Range $154.39 - $183.50
Q1 2024
Shares 1,607 Value ($000) $295 Avg Close $172.56 Range $148.54 - $189.10
Q4 2023
Shares 1,354 Value ($000) $226 Avg Close $141.50 Range $126.39 - $156.49