A detailed history of Advyzon Investment Management, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Advyzon Investment Management, LLC holds 779 shares of COST stock, worth $770,228. This represents 0.17% of its overall portfolio holdings.

Number of Shares
779
Previous 255 205.49%
Holding current value
$770,228
Previous $241 Million 219.89%
% of portfolio
0.17%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025

BUY
$908.13 - $1056.85 $475,860 - $553,789
524 Added 205.49%
779 $772 Million
Q1 2025

May 09, 2025

BUY
$890.62 - $1076.86 $227,108 - $274,599
255 New
255 $241 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 $438B
  • 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 Advyzon Investment Management, LLC Portfolio

Follow Advyzon Investment 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 Advyzon Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advyzon Investment Management, LLC with notifications on news.