Rooted Wealth Advisors, Inc.'s ownership history for COST

Rooted Wealth Advisors, Inc. currently holds 636 shares with a market value of $622.3K. It started holding COST on 2024-09-30. At its peak, it held 636 shares on 2025-12-31. Its highest holding value was $622.3K on 2025-12-31. At its lowest, it held 424 shares on 2024-09-30, with a value of $370 on 2024-09-30. In the recent 180 days, Rooted Wealth Advisors, Inc. has increased its shares by 122. In the recent year, Rooted Wealth Advisors, Inc. has increased its shares by 206.