Circle Wealth Management, LLC's ownership history for COST

Circle Wealth Management, LLC currently holds 2.2K shares with a market value of $2.0M. It started holding COST on 2024-09-30. At its peak, it held 2.4K shares on 2025-03-31. Its highest holding value was $2.3M on 2025-03-31. At its lowest, it held 2.2K shares on 2025-06-30, with a value of $2.0M on 2025-09-30. In the recent 180 days, Circle Wealth Management, LLC has decreased its shares by 203. In the recent year, Circle Wealth Management, LLC has decreased its shares by 192.