Compound Planning, Inc.'s ownership history for COST
Compound Planning, Inc. currently holds 9.1K shares with a market value of $8.4M. It started holding COST on 2024-09-30. At its peak, it held 11.1K shares on 2025-06-30. Its highest holding value was $11.0M on 2025-06-30. At its lowest, it held 9.1K shares on 2025-09-30, with a value of $8.4M on 2024-09-30. In the recent 180 days, Compound Planning, Inc. has decreased its shares by 1.3K. In the recent year, Compound Planning, Inc. has decreased its shares by 382.
It has also owned 1 contracts of puts, with the market value of the underlying securities totaling $92.6K on 2025-03-31. At its peak, it held 1 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $99.0K on 2025-06-30. At its lowest, it held 1 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $92.6K on 2025-09-30. In the recent 180 days, Compound Planning, Inc. has increased its holdings by 0 contracts.