A detailed history of Gitterman Wealth Management, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Gitterman Wealth Management, LLC holds 602 shares of COST stock, worth $574,350. This represents 0.22% of its overall portfolio holdings.

Number of Shares
602
Previous 602 -0.0%
Holding current value
$574,350
Previous $511,000 4.31%
% of portfolio
0.22%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

SELL
$525.05 - $568.63 $6,300 - $6,823
-12 Reduced 1.95%
602 $340,000
Q2 2023

Aug 08, 2023

SELL
$482.76 - $538.38 $220,621 - $246,039
-457 Reduced 42.67%
614 $330,000
Q1 2023

May 12, 2023

BUY
$450.19 - $523.43 $147,212 - $171,161
327 Added 43.95%
1,071 $532,000
Q3 2022

Oct 27, 2022

BUY
$466.4 - $560.96 $10,260 - $12,341
22 Added 3.05%
744 $352,000
Q1 2022

May 12, 2022

BUY
$477.32 - $576.47 $47,732 - $57,647
100 Added 16.08%
722 $416,000
Q1 2021

May 14, 2021

BUY
$311.42 - $380.15 $193,703 - $236,453
622 New
622 $219,000

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 Gitterman Wealth Management, LLC Portfolio

Follow Gitterman Wealth Management, 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 Gitterman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gitterman Wealth Management, LLC with notifications on news.