A detailed history of Caldwell Investment Management Ltd. transactions in Costco Wholesale Corp stock. As of the latest transaction made, Caldwell Investment Management Ltd. holds 2,400 shares of COST stock, worth $2.29 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
2,400
Previous 2,400 -0.0%
Holding current value
$2.29 Million
Previous $2.04 Million 4.32%
% of portfolio
1.6%
Previous 1.64%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$704.88 - $870.75 $281,952 - $348,300
-400 Reduced 14.29%
2,400 $2.04 Million
Q4 2023

Jan 11, 2024

SELL
$543.03 - $681.24 $543,030 - $681,240
-1,000 Reduced 26.32%
2,800 $1.85 Million
Q2 2023

Jul 19, 2023

BUY
$482.76 - $538.38 $386,208 - $430,704
800 Added 26.67%
3,800 $2.05 Million
Q1 2023

May 15, 2023

BUY
$450.19 - $523.43 $1.35 Million - $1.57 Million
3,000 New
3,000 $1.49 Million
Q3 2022

Oct 27, 2022

BUY
$466.4 - $560.96 $769,560 - $925,584
1,650 New
1,650 $791,000

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 $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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