Copia Wealth Management's ownership history for COST

Copia Wealth Management currently holds 668 shares with a market value of $576.0K. It started holding COST on 2024-12-31. At its peak, it held 790 shares on 2025-09-30. Its highest holding value was $731.2K on 2025-09-30. At its lowest, it held 412 shares on 2024-12-31, with a value of $377.5K on 2024-12-31. In the recent 180 days, Copia Wealth Management has decreased its shares by 63. In the recent year, Copia Wealth Management has increased its shares by 256.