Smallwood Wealth Investment Management, LLC's ownership history for COST

Smallwood Wealth Investment Management, LLC currently holds 116 shares with a market value of $115.6K. It started holding COST on 2025-03-31. At its peak, it held 131 shares on 2025-09-30. Its highest holding value was $121.3K on 2025-09-30. At its lowest, it held 111 shares on 2025-03-31, with a value of $100.0K on 2025-12-31. In the recent 180 days, Smallwood Wealth Investment Management, LLC has decreased its shares by 15. In the recent year, Smallwood Wealth Investment Management, LLC has increased its shares by 5.