A detailed history of Root Financial Partners, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,016 shares of COST stock, worth $970,940. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,016
Previous 810 25.43%
Holding current value
$970,940
Previous $689 Million 30.76%
% of portfolio
0.14%
Previous 0.16%

Shares

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

Oct 31, 2024

BUY
$801.83 - $917.05 $165,176 - $188,912
206 Added 25.43%
1,016 $901 Million
Q2 2024

Aug 02, 2024

BUY
$704.88 - $870.75 $196,661 - $242,939
279 Added 52.54%
810 $689 Million
Q1 2024

Apr 24, 2024

BUY
$644.69 - $785.59 $342,330 - $417,148
531 New
531 $389 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 $423B
  • 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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