A detailed history of Howard Wealth Management, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Howard Wealth Management, LLC holds 435 shares of COST stock, worth $384,152. This represents 0.29% of its overall portfolio holdings.

Number of Shares
435
Previous 435 -0.0%
Holding current value
$384,152
Previous $318,000 16.04%
% of portfolio
0.29%
Previous 0.26%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$644.69 - $785.59 $14,827 - $18,068
23 Added 5.58%
435 $318,000
Q4 2023

Feb 07, 2024

SELL
$543.03 - $681.24 $21,721 - $27,249
-40 Reduced 8.85%
412 $271,000
Q3 2023

Nov 01, 2023

BUY
$525.05 - $568.63 $7,875 - $8,529
15 Added 3.43%
452 $255,000
Q2 2023

Aug 01, 2023

SELL
$482.76 - $538.38 $3,862 - $4,307
-8 Reduced 1.8%
437 $235,000
Q1 2023

May 04, 2023

BUY
$450.19 - $523.43 $200,334 - $232,926
445 New
445 $221,000
Q1 2020

May 04, 2020

SELL
$279.85 - $324.08 $56,529 - $65,464
-202 Closed
0 $0
Q4 2019

Feb 05, 2020

BUY
$283.93 - $305.21 $57,353 - $61,652
202 New
202 $59,000

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 $391B
  • 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 Howard Wealth Management, LLC Portfolio

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

News

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