XML Financial, LLC's ownership history for COST

XML Financial, LLC currently holds 3.7K shares with a market value of $3.7M. It started holding COST on 2024-12-31. At its peak, it held 4.5K shares on 2025-06-30. Its highest holding value was $4.5M on 2025-06-30. At its lowest, it held 3.7K shares on 2026-03-31, with a value of $3.5M on 2025-12-31. In the recent 180 days, XML Financial, LLC has decreased its shares by 657. In the recent year, XML Financial, LLC has decreased its shares by 744.