A detailed history of Consilio Wealth Advisors, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 509 shares of COST stock, worth $426,608. This represents 0.19% of its overall portfolio holdings.

Number of Shares
509
Previous 499 2.0%
Holding current value
$426,608
Previous $365,000 18.36%
% of portfolio
0.19%
Previous 0.17%

Shares

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

Jul 12, 2024

BUY
$704.88 - $870.75 $7,048 - $8,707
10 Added 2.0%
509 $432,000
Q1 2024

Apr 18, 2024

BUY
$644.69 - $785.59 $16,761 - $20,425
26 Added 5.5%
499 $365,000
Q4 2023

Jan 11, 2024

BUY
$543.03 - $681.24 $48,329 - $60,630
89 Added 23.18%
473 $312,000
Q3 2023

Oct 11, 2023

BUY
$525.05 - $568.63 $201,619 - $218,353
384 New
384 $216,000

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 $371B
  • 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 Consilio Wealth Advisors, LLC Portfolio

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

News

Stay updated on Consilio Wealth Advisors, LLC with notifications on news.