Optimize Financial Inc's ownership history for COST

Optimize Financial Inc currently holds 636 shares with a market value of $633.7K. It started holding COST on 2024-12-31. At its peak, it held 636 shares on 2026-03-31. Its highest holding value was $633.7K on 2026-03-31. At its lowest, it held 459 shares on 2025-06-30, with a value of $454.4K on 2025-06-30. In the recent 180 days, Optimize Financial Inc has increased its shares by 3. In the recent year, Optimize Financial Inc has increased its shares by 101.