A detailed history of Crown Wealth Group, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Crown Wealth Group, LLC holds 1,056 shares of COST stock, worth $1.01 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
1,056
Previous 1,062 0.56%
Holding current value
$1.01 Million
Previous $902,000 3.77%
% of portfolio
0.44%
Previous 0.47%

Shares

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

Nov 13, 2024

SELL
$801.83 - $917.05 $4,810 - $5,502
-6 Reduced 0.56%
1,056 $936,000
Q2 2024

Jul 26, 2024

SELL
$704.88 - $870.75 $6,343 - $7,836
-9 Reduced 0.84%
1,062 $902,000
Q1 2024

May 01, 2024

BUY
$644.69 - $785.59 $90,256 - $109,982
140 Added 15.04%
1,071 $784,000
Q4 2023

Jan 23, 2024

BUY
$543.03 - $681.24 $205,808 - $258,189
379 Added 68.66%
931 $614,000
Q3 2023

Oct 25, 2023

BUY
$525.05 - $568.63 $4,725 - $5,117
9 Added 1.66%
552 $311,000
Q2 2023

Jul 25, 2023

SELL
$482.76 - $538.38 $25,586 - $28,534
-53 Reduced 8.89%
543 $292,000
Q1 2023

Apr 28, 2023

BUY
$450.19 - $523.43 $31,063 - $36,116
69 Added 13.09%
596 $296,000
Q4 2022

Feb 09, 2023

BUY
$452.99 - $539.25 $2,264 - $2,696
5 Added 0.96%
527 $240,000
Q3 2022

Oct 21, 2022

BUY
$466.4 - $560.96 $4,197 - $5,048
9 Added 1.75%
522 $247,000
Q2 2022

Jul 25, 2022

BUY
$416.43 - $608.05 $20,821 - $30,402
50 Added 10.8%
513 $246,000
Q1 2022

Jul 13, 2022

BUY
$477.32 - $576.47 $220,999 - $266,905
463 New
463 $267,000

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 $422B
  • 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 Crown Wealth Group, LLC Portfolio

Follow Crown Wealth Group, 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 Crown Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crown Wealth Group, LLC with notifications on news.