Roberts Wealth Advisors, LLC's ownership history for COST

Roberts Wealth Advisors, LLC currently holds 5.4K shares with a market value of $4.7M. It started holding COST on 2024-09-30. At its peak, it held 5.8K shares on 2024-09-30. Its highest holding value was $5.6M on 2025-06-30. At its lowest, it held 5.4K shares on 2025-12-31, with a value of $4.7M on 2025-12-31. In the recent 180 days, Roberts Wealth Advisors, LLC has decreased its shares by 171. In the recent year, Roberts Wealth Advisors, LLC has decreased its shares by 298.