IBEX WEALTH ADVISORS's ownership history for COST

IBEX WEALTH ADVISORS currently holds 986 shares with a market value of $982.2K. It started holding COST on 2024-12-31. At its peak, it held 5.7K shares on 2025-06-30. Its highest holding value was $5.7M on 2025-06-30. At its lowest, it held 925 shares on 2025-09-30, with a value of $856.5K on 2025-09-30. In the recent 180 days, IBEX WEALTH ADVISORS has decreased its shares by 4.7K. In the recent year, IBEX WEALTH ADVISORS has decreased its shares by 4.3K.