Rooted Wealth Advisors, Inc.'s ownership history for COST

Rooted Wealth Advisors, Inc. currently holds 614 shares with a market value of $562.1K. It started holding COST on 2024-09-30. At its peak, it held 614 shares on 2025-09-30. Its highest holding value was $562.1K on 2025-09-30. At its lowest, it held 424 shares on 2024-09-30, with a value of $370 on 2024-09-30. In the recent 180 days, Rooted Wealth Advisors, Inc. has increased its shares by 173. In the recent year, Rooted Wealth Advisors, Inc. has increased its shares by 190.