Plan A Wealth LLC's ownership history for COST

Plan A Wealth LLC currently holds 940 shares with a market value of $870.1K. It started holding COST on 2024-12-31. At its peak, it held 940 shares on 2025-09-30. Its highest holding value was $876.1K on 2025-06-30. At its lowest, it held 310 shares on 2024-12-31, with a value of $284.0K on 2024-12-31. In the recent 180 days, Plan A Wealth LLC has increased its shares by 386.