Phillips Wealth Planners LLC's ownership history for COST

Phillips Wealth Planners LLC currently holds 610 shares with a market value of $599.5K. It started holding COST on 2024-09-30. At its peak, it held 649 shares on 2024-12-31. Its highest holding value was $624.0K on 2025-06-30. At its lowest, it held 610 shares on 2025-12-31, with a value of $574.1K on 2024-09-30. In the recent 180 days, Phillips Wealth Planners LLC has decreased its shares by 23. In the recent year, Phillips Wealth Planners LLC has decreased its shares by 39.