Summit Financial Strategies, Inc.'s ownership history for COST

Summit Financial Strategies, Inc. currently holds 395 shares with a market value of $365.7K. It started holding COST on 2024-09-30. At its peak, it held 395 shares on 2025-09-30. Its highest holding value was $365.7K on 2025-09-30. At its lowest, it held 353 shares on 2024-12-31, with a value of $317.4K on 2024-09-30. In the recent 180 days, Summit Financial Strategies, Inc. has increased its shares by 42. In the recent year, Summit Financial Strategies, Inc. has increased its shares by 37.