A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 921 shares of COST stock, worth $835,411. This represents 0.27% of its overall portfolio holdings.

Number of Shares
921
Previous 887 3.83%
Holding current value
$835,411
Previous $753,000 8.37%
% of portfolio
0.27%
Previous 0.28%

Shares

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

Oct 30, 2024

BUY
$801.83 - $917.05 $27,262 - $31,179
34 Added 3.83%
921 $816,000
Q2 2024

Jul 23, 2024

SELL
$704.88 - $870.75 $39,473 - $48,762
-56 Reduced 5.94%
887 $753,000
Q1 2024

Apr 22, 2024

BUY
$644.69 - $785.59 $50,285 - $61,276
78 Added 9.02%
943 $690,000
Q4 2023

Jan 23, 2024

BUY
$543.03 - $681.24 $4,344 - $5,449
8 Added 0.93%
865 $570,000
Q3 2023

Oct 13, 2023

SELL
$525.05 - $568.63 $10,501 - $11,372
-20 Reduced 2.28%
857 $484,000
Q2 2023

Jul 25, 2023

SELL
$482.76 - $538.38 $45,379 - $50,607
-94 Reduced 9.68%
877 $472,000
Q1 2023

Apr 28, 2023

SELL
$450.19 - $523.43 $4,051 - $4,710
-9 Reduced 0.92%
971 $482,000
Q4 2022

Jan 23, 2023

BUY
$452.99 - $539.25 $22,196 - $26,423
49 Added 5.26%
980 $0
Q3 2022

Nov 01, 2022

SELL
$466.4 - $560.96 $466 - $560
-1 Reduced 0.11%
931 $440,000
Q2 2022

Jul 22, 2022

BUY
$416.43 - $608.05 $8,328 - $12,161
20 Added 2.19%
932 $447,000
Q1 2022

Apr 22, 2022

BUY
$477.32 - $576.47 $16,228 - $19,599
34 Added 3.87%
912 $525,000
Q4 2021

Jan 26, 2022

BUY
$440.14 - $567.77 $33,890 - $43,718
77 Added 9.61%
878 $498,000
Q3 2021

Oct 26, 2021

BUY
$394.53 - $467.75 $43,792 - $51,920
111 Added 16.09%
801 $360,000
Q2 2021

Jul 26, 2021

BUY
$354.94 - $398.79 $244,908 - $275,165
690 New
690 $273,000
Q3 2019

Nov 01, 2019

SELL
$263.55 - $303.76 $371,605 - $428,301
-1,410 Closed
0 $0
Q2 2019

Jul 25, 2019

BUY
$239.58 - $267.35 $108,050 - $120,574
451 Added 47.03%
1,410 $373,000
Q1 2019

Apr 24, 2019

BUY
$200.42 - $242.14 $192,202 - $232,212
959 New
959 $232,000

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 $401B
  • 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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