Confluence Wealth Services, Inc.'s ownership history for COST

Confluence Wealth Services, Inc. currently holds 6.7K shares with a market value of $6.6M. It started holding COST on 2024-09-30. At its peak, it held 6.7K shares on 2026-03-31. Its highest holding value was $6.6M on 2026-03-31. At its lowest, it held 4.5K shares on 2024-09-30, with a value of $4.0M on 2024-09-30. In the recent 180 days, Confluence Wealth Services, Inc. has increased its shares by 506. In the recent year, Confluence Wealth Services, Inc. has increased its shares by 604.