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

Confluence Wealth Services, Inc. currently holds 6.2K shares with a market value of $5.7M. It started holding COST on 2024-09-30. At its peak, it held 6.2K shares on 2025-09-30. Its highest holding value was $6.0M on 2025-06-30. 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 98. In the recent year, Confluence Wealth Services, Inc. has increased its shares by 1.6K.