Peak Financial Management, Inc.'s ownership history for COST

Peak Financial Management, Inc. currently holds 665 shares with a market value of $663.0K. It started holding COST on 2024-09-30. At its peak, it held 789 shares on 2024-12-31. Its highest holding value was $744.3K on 2025-03-31. At its lowest, it held 632 shares on 2025-09-30, with a value of $553.6K on 2025-12-31. In the recent 180 days, Peak Financial Management, Inc. has increased its shares by 33. In the recent year, Peak Financial Management, Inc. has decreased its shares by 122.