A detailed history of Foundation Wealth Management, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 926 shares of COST stock, worth $889,784. This represents 0.62% of its overall portfolio holdings.

Number of Shares
926
Previous 949 2.42%
Holding current value
$889,784
Previous $807 Million 1.78%
% of portfolio
0.62%
Previous 0.63%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$801.83 - $917.05 $18,442 - $21,092
-23 Reduced 2.42%
926 $822 Million
Q1 2024

May 08, 2024

SELL
$644.69 - $785.59 $12,893 - $15,711
-20 Reduced 2.06%
949 $696 Million
Q3 2023

Oct 31, 2023

SELL
$525.05 - $568.63 $9,450 - $10,235
-18 Reduced 1.82%
969 $548 Million
Q1 2023

Apr 18, 2023

SELL
$450.19 - $523.43 $21,158 - $24,601
-47 Reduced 4.55%
987 $490 Million
Q4 2022

Feb 21, 2023

BUY
$452.99 - $539.25 $468,391 - $557,584
1,034 New
1,034 $472 Million

Others Institutions Holding COST

About COSTCO WHOLESALE CORP


  • Ticker COST
  • Exchange NASDAQ
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 442,604,000
  • Market Cap $425B
  • Description
  • Costco Wholesale Corporation, together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, the United Kingdom, Mexico, Japan, Korea, Australia, Spain, France, Iceland, China, and Taiwan. It offers branded and private-label products in a range of merchandise categories. The company o...
More about COST
Track This Portfolio

Track Foundation Wealth Management, LLC Portfolio

Follow Foundation Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundation Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundation Wealth Management, LLC with notifications on news.