Smith Salley Wealth Management's ownership history for COST

Smith Salley Wealth Management currently holds 492 shares with a market value of $490.6K. It started holding COST on 2024-09-30. At its peak, it held 662 shares on 2024-09-30. Its highest holding value was $587.1K on 2024-09-30. At its lowest, it held 332 shares on 2025-09-30, with a value of $307.6K on 2025-09-30. In the recent 180 days, Smith Salley Wealth Management has increased its shares by 160. In the recent year, Smith Salley Wealth Management has increased its shares by 51.