A detailed history of Congress Wealth Management LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 59,123 shares of COST stock, worth $55.2 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
59,123
Previous 56,993 3.74%
Holding current value
$55.2 Million
Previous $48.4 Million 8.2%
% of portfolio
0.73%
Previous 0.79%

Shares

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

Nov 12, 2024

BUY
$801.83 - $917.05 $1.71 Million - $1.95 Million
2,130 Added 3.74%
59,123 $52.4 Million
Q2 2024

Aug 13, 2024

BUY
$704.88 - $870.75 $718,272 - $887,294
1,019 Added 1.82%
56,993 $48.4 Million
Q1 2024

Apr 18, 2024

SELL
$644.69 - $785.59 $3.36 Million - $4.1 Million
-5,216 Reduced 8.52%
55,974 $41 Million
Q4 2023

Feb 09, 2024

BUY
$543.03 - $681.24 $444,198 - $557,254
818 Added 1.35%
61,190 $40.4 Million
Q3 2023

Oct 30, 2023

BUY
$525.05 - $568.63 $984,993 - $1.07 Million
1,876 Added 3.21%
60,372 $34.1 Million
Q2 2023

Jul 13, 2023

BUY
$482.76 - $538.38 $252,000 - $281,034
522 Added 0.9%
58,496 $31.5 Million
Q1 2023

Apr 14, 2023

BUY
$450.19 - $523.43 $84,635 - $98,404
188 Added 0.33%
57,974 $28.8 Million
Q4 2022

Feb 02, 2023

BUY
$452.99 - $539.25 $491,041 - $584,547
1,084 Added 1.91%
57,786 $26.4 Million
Q3 2022

Nov 08, 2022

SELL
$466.4 - $560.96 $461,269 - $554,789
-989 Reduced 1.71%
56,702 $26.8 Million
Q2 2022

Aug 11, 2022

BUY
$416.43 - $608.05 $119,098 - $173,902
286 Added 0.5%
57,691 $27.7 Million
Q1 2022

May 16, 2022

SELL
$477.32 - $576.47 $375,173 - $453,105
-786 Reduced 1.35%
57,405 $33.1 Million
Q4 2021

Feb 04, 2022

BUY
$440.14 - $567.77 $25.6 Million - $33 Million
58,191 New
58,191 $33 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 $413B
  • 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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