Holistic Financial Partners's ownership history for COST

Holistic Financial Partners currently holds 259 shares with a market value of $222.9K. It started holding COST on 2024-12-31. At its peak, it held 288 shares on 2025-09-30. Its highest holding value was $276.7K on 2025-06-30. At its lowest, it held 227 shares on 2024-12-31, with a value of $208.4K on 2024-12-31. In the recent 180 days, Holistic Financial Partners has decreased its shares by 20. In the recent year, Holistic Financial Partners has increased its shares by 32.