A detailed history of Kingswood Wealth Advisors, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,177 shares of COST stock, worth $7.8 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
8,177
Previous 8,040 1.7%
Holding current value
$7.8 Million
Previous $6.83 Billion 6.06%
% of portfolio
0.52%
Previous 0.62%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$801.83 - $917.05 $109,850 - $125,635
137 Added 1.7%
8,177 $7.25 Billion
Q2 2024

Jul 09, 2024

BUY
$704.88 - $870.75 $1.64 Million - $2.03 Million
2,328 Added 40.76%
8,040 $6.83 Billion
Q1 2024

Apr 15, 2024

SELL
$644.69 - $785.59 $931,577 - $1.14 Million
-1,445 Reduced 20.19%
5,712 $4.19 Billion
Q4 2023

Jan 16, 2024

BUY
$543.03 - $681.24 $2.31 Million - $2.9 Million
4,262 Added 147.22%
7,157 $4.72 Billion
Q3 2023

Oct 23, 2023

SELL
$525.05 - $568.63 $407,438 - $441,256
-776 Reduced 21.14%
2,895 $2.87 Billion
Q2 2023

Aug 09, 2023

BUY
$482.76 - $538.38 $1.77 Million - $1.98 Million
3,671 New
3,671 $1.98 Billion

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
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