A detailed history of Independent Wealth Network Inc. transactions in Costco Wholesale Corp stock. As of the latest transaction made, Independent Wealth Network Inc. holds 1,280 shares of COST stock, worth $1.13 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
1,280
Previous 1,281 0.08%
Holding current value
$1.13 Million
Previous $938,000 15.88%
% of portfolio
0.52%
Previous 0.46%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$704.88 - $870.75 $704 - $870
-1 Reduced 0.08%
1,280 $1.09 Million
Q1 2024

May 20, 2024

BUY
$644.69 - $785.59 $825,847 - $1.01 Million
1,281 New
1,281 $938,000
Q4 2023

Jan 12, 2024

BUY
$543.03 - $681.24 $34,753 - $43,599
64 Added 6.01%
1,129 $745,000
Q3 2023

Oct 11, 2023

BUY
$525.05 - $568.63 $51,454 - $55,725
98 Added 10.13%
1,065 $601,000
Q2 2023

Jul 12, 2023

SELL
$482.76 - $538.38 $1,931 - $2,153
-4 Reduced 0.41%
967 $520,000
Q1 2023

Apr 18, 2023

BUY
$450.19 - $523.43 $45,019 - $52,342
100 Added 11.48%
971 $482,000
Q4 2022

Jan 25, 2023

BUY
$452.99 - $539.25 $43,034 - $51,228
95 Added 12.24%
871 $0
Q3 2022

Oct 17, 2022

BUY
$466.4 - $560.96 $2,332 - $2,804
5 Added 0.65%
776 $366,000
Q2 2022

Jul 26, 2022

SELL
$416.43 - $608.05 $36,229 - $52,900
-87 Reduced 10.14%
771 $370,000
Q1 2022

Apr 20, 2022

BUY
$477.32 - $576.47 $135,081 - $163,141
283 Added 49.22%
858 $494,000
Q4 2021

Feb 10, 2022

SELL
$440.14 - $567.77 $55,017 - $70,971
-125 Reduced 17.86%
575 $326,000
Q3 2021

Nov 04, 2021

BUY
$394.53 - $467.75 $276,171 - $327,425
700 New
700 $352,000

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 $392B
  • 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 Independent Wealth Network Inc. Portfolio

Follow Independent Wealth Network Inc. 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 Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.