Summit Financial Wealth Advisors, LLC's ownership history for COST

Summit Financial Wealth Advisors, LLC currently holds 776 shares with a market value of $669.2K. It started holding COST on 2024-09-30. At its peak, it held 819 shares on 2025-09-30. Its highest holding value was $751.3K on 2025-09-30. At its lowest, it held 381 shares on 2024-12-31, with a value of $355.5K on 2024-09-30. In the recent 180 days, Summit Financial Wealth Advisors, LLC has increased its shares by 216. In the recent year, Summit Financial Wealth Advisors, LLC has increased its shares by 395.