Morton Capital Management LLC/CA's ownership history for COST

Morton Capital Management LLC/CA currently holds 964 shares with a market value of $961.0K. It started holding COST on 2024-09-30. At its peak, it held 1.4K shares on 2025-06-30. Its highest holding value was $1.4M on 2025-06-30. At its lowest, it held 964 shares on 2026-03-31, with a value of $961.0K on 2026-03-31. In the recent 180 days, Morton Capital Management LLC/CA has decreased its shares by 221. In the recent year, Morton Capital Management LLC/CA has decreased its shares by 198.