SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s ownership history for COST

SUMMIT WEALTH & RETIREMENT PLANNING, INC. currently holds 603 shares with a market value of $600.9K. It started holding COST on 2024-09-30. At its peak, it held 619 shares on 2025-12-31. Its highest holding value was $603.9K on 2025-06-30. At its lowest, it held 451 shares on 2024-09-30, with a value of $399.8K on 2024-09-30. In the recent 180 days, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has decreased its shares by 7. In the recent year, SUMMIT WEALTH & RETIREMENT PLANNING, INC. has increased its shares by 8.