Summit Wealth Partners, LLC's ownership history for COST

Summit Wealth Partners, LLC currently holds 289 shares with a market value of $267.6K. It started holding COST on 2024-09-30. At its peak, it held 301 shares on 2024-12-31. Its highest holding value was $286.2K on 2025-06-30. At its lowest, it held 242 shares on 2024-09-30, with a value of $214.6K on 2024-09-30. In the recent 180 days, Summit Wealth Partners, LLC has decreased its shares by 2. In the recent year, Summit Wealth Partners, LLC has increased its shares by 47.