A detailed history of Center For Financial Planning, Inc. transactions in Costco Wholesale Corp stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 311 shares of COST stock, worth $267,260. This represents 0.03% of its overall portfolio holdings.

Number of Shares
311
Previous 336 7.44%
Holding current value
$267,260
Previous $221,000 2.71%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Apr 25, 2024

SELL
$644.69 - $785.59 $16,117 - $19,639
-25 Reduced 7.44%
311 $227,000
Q4 2023

Jan 29, 2024

BUY
$543.03 - $681.24 $26,608 - $33,380
49 Added 17.07%
336 $221,000
Q3 2023

Oct 24, 2023

BUY
$525.05 - $568.63 $29,927 - $32,411
57 Added 24.78%
287 $162,000
Q2 2020

Aug 06, 2020

SELL
$286.78 - $321.56 $10,324 - $11,576
-36 Reduced 13.53%
230 $70,000
Q1 2020

May 11, 2020

BUY
$279.85 - $324.08 $10,074 - $11,666
36 Added 15.65%
266 $76,000
Q4 2019

Feb 14, 2020

BUY
$283.93 - $305.21 $65,303 - $70,198
230 New
230 $68,000

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
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