Soltis Investment Advisors LLC's ownership history for COST

Soltis Investment Advisors LLC currently holds 4.7K shares with a market value of $4.6M. It started holding COST on 2024-09-30. At its peak, it held 7.3K shares on 2025-06-30. Its highest holding value was $7.2M on 2025-06-30. At its lowest, it held 2.7K shares on 2024-09-30, with a value of $2.4M on 2024-09-30. In the recent 180 days, Soltis Investment Advisors LLC has increased its shares by 271. In the recent year, Soltis Investment Advisors LLC has increased its shares by 1.3K.

It has also owned 3 contracts of calls, with the market value of the underlying securities totaling $298.9K on 2026-03-31. At its peak, it held 3 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $298.9K on 2026-03-31. At its lowest, it held 3 contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $298.9K on 2026-03-31.