Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma's ownership history for COST


Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma currently holds 21.5K shares with a market value of $21.4M. It started holding COST on 2024-09-30. At its peak, it held 31.5K shares on 2024-09-30. Its highest holding value was $31.0M on 2025-06-30. At its lowest, it held 21.5K shares on 2026-03-31, with a value of $19.3M on 2025-12-31. In the recent 180 days, Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma has decreased its shares by 1.7K. In the recent year, Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma has decreased its shares by 8.7K.

It has also owned 15 contracts of puts, with the market value of the underlying securities totaling $1.5M on 2024-09-30. At its peak, it held 65 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $6.1M on 2025-03-31. At its lowest, it held 4 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $366.5K on 2024-12-31. In the recent 180 days, Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma has increased its holdings by 11 contracts.


Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma's ownership history for COST
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma's ownership history for COST Put Options