A detailed history of Iams Wealth Management, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Iams Wealth Management, LLC holds 608 shares of COST stock, worth $554,854. This represents 0.23% of its overall portfolio holdings.

Number of Shares
608
Previous 358 69.83%
Holding current value
$554,854
Previous $354 Million 58.87%
% of portfolio
0.23%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025

BUY
$915.95 - $994.57 $228,987 - $248,642
250 Added 69.83%
608 $563 Million
Q2 2025

Jul 14, 2025

BUY
$908.13 - $1056.85 $325,110 - $378,352
358 New
358 $354 Million
Q1 2024

Apr 18, 2024

BUY
$644.69 - $785.59 $1,289 - $1,571
2 Added 0.28%
716 $536 Million
Q4 2023

Feb 07, 2024

BUY
$543.03 - $681.24 $387,723 - $486,405
714 New
714 $471 Million

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 $404B
  • 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
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