Sterling Financial Planning, Inc.'s ownership history for COST

Sterling Financial Planning, Inc. currently holds 641 shares with a market value of $639.1K. It started holding COST on 2024-09-30. At its peak, it held 1.2K shares on 2024-09-30. Its highest holding value was $1.1M on 2024-09-30. At its lowest, it held 526 shares on 2025-12-31, with a value of $454.0K on 2025-12-31. In the recent 180 days, Sterling Financial Planning, Inc. has increased its shares by 58. In the recent year, Sterling Financial Planning, Inc. has decreased its shares by 85.