Defined Financial Planning LLC's ownership history for COST

Defined Financial Planning LLC currently holds 231 shares with a market value of $211.3K. It started holding COST on 2024-12-31. At its peak, it held 388 shares on 2025-03-31. Its highest holding value was $370.3K on 2025-03-31. At its lowest, it held 231 shares on 2025-09-30, with a value of $211.3K on 2025-09-30. In the recent 180 days, Defined Financial Planning LLC has decreased its shares by 157.