Cascade Wealth Advisors, Inc's ownership history for COST

Cascade Wealth Advisors, Inc currently holds 624 shares with a market value of $571.5K. It started holding COST on 2024-09-30. At its peak, it held 624 shares on 2025-06-30. Its highest holding value was $612.2K on 2025-06-30. At its lowest, it held 420 shares on 2024-09-30, with a value of $372.3K on 2024-09-30. In the recent 180 days, Cascade Wealth Advisors, Inc has increased its shares by 204. In the recent year, Cascade Wealth Advisors, Inc has increased its shares by 204.