A detailed history of Aletheian Wealth Advisors LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Aletheian Wealth Advisors LLC holds 1,935 shares of COST stock, worth $1.66 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
1,935
Previous 1,419 36.36%
Holding current value
$1.66 Million
Previous $936,000 51.39%
% of portfolio
0.8%
Previous 0.65%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

BUY
$644.69 - $785.59 $332,660 - $405,364
516 Added 36.36%
1,935 $1.42 Million
Q4 2023

Jan 05, 2024

SELL
$543.03 - $681.24 $9,231 - $11,581
-17 Reduced 1.18%
1,419 $936,000
Q3 2023

Oct 04, 2023

SELL
$525.05 - $568.63 $24,677 - $26,725
-47 Reduced 3.17%
1,436 $811,000
Q2 2023

Jul 13, 2023

BUY
$482.76 - $538.38 $715,933 - $798,417
1,483 New
1,483 $798,000

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 $380B
  • 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 Aletheian Wealth Advisors LLC Portfolio

Follow Aletheian Wealth Advisors 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 Aletheian Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aletheian Wealth Advisors LLC with notifications on news.