Montis Financial, LLC's ownership history for COST

Montis Financial, LLC currently holds 271 shares with a market value of $233.3K. It started holding COST on 2024-09-30. At its peak, it held 383 shares on 2024-09-30. Its highest holding value was $378.6K on 2025-06-30. At its lowest, it held 251 shares on 2025-09-30, with a value of $231.9K on 2025-09-30. In the recent 180 days, Montis Financial, LLC has decreased its shares by 111. In the recent year, Montis Financial, LLC has decreased its shares by 111.