Heirloom Wealth Management Costco Wholesale Corp Transaction History
Heirloom Wealth Management
- $279 Million
- Q1 2024
A detailed history of Heirloom Wealth Management transactions in Costco Wholesale Corp stock. As of the latest transaction made, Heirloom Wealth Management holds 1,128 shares of COST stock, worth $961,180. This represents 0.3% of its overall portfolio holdings.
Number of Shares
1,128
Previous 1,131
0.27%
Holding current value
$961,180
Previous $746,000
10.72%
% of portfolio
0.3%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding COST
# of Institutions
3,714Shares Held
289MCall Options Held
7.07MPut Options Held
9.02M-
Vanguard Group Inc Valley Forge, PA40.8MShares$34.8 Billion0.6% of portfolio
-
Black Rock Inc. New York, NY32.4MShares$27.6 Billion0.56% of portfolio
-
State Street Corp Boston, MA18.5MShares$15.8 Billion0.62% of portfolio
-
Morgan Stanley New York, NY9.31MShares$7.93 Billion0.55% of portfolio
-
Geode Capital Management, LLC Boston, MA9.09MShares$7.75 Billion0.62% of portfolio
About COSTCO WHOLESALE CORP
- Ticker COST
- Exchange NASDAQ
- Sector Consumer Defensive
- Industry Discount Stores
- Shares Outstandng 442,604,000
- Market Cap $377B
- 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...