A detailed history of Invera Wealth Advisors, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 1,895 shares of COST stock, worth $1.81 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
1,895
Previous 1,977 4.15%
Holding current value
$1.81 Million
Previous $1.68 Million 0.06%
% of portfolio
1.75%
Previous 1.8%

Shares

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

Nov 12, 2024

SELL
$801.83 - $917.05 $65,750 - $75,198
-82 Reduced 4.15%
1,895 $1.68 Million
Q2 2024

Aug 06, 2024

SELL
$704.88 - $870.75 $39,473 - $48,762
-56 Reduced 2.75%
1,977 $1.68 Million
Q1 2024

Apr 22, 2024

SELL
$644.69 - $785.59 $35,457 - $43,207
-55 Reduced 2.63%
2,033 $1.49 Million
Q4 2023

Apr 22, 2024

BUY
$543.03 - $681.24 $29,866 - $37,468
55 Added 2.71%
2,088 $1.38 Billion
Q4 2023

Jan 16, 2024

BUY
$543.03 - $681.24 $1.13 Million - $1.42 Million
2,088 New
2,088 $1.38 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 $422B
  • 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
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