A detailed history of Legacy Wealth Planning, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 581 shares of COST stock, worth $510,425. This represents 0.45% of its overall portfolio holdings.

Number of Shares
581
Previous 656 11.43%
Holding current value
$510,425
Previous $314,000 12.74%
% of portfolio
0.45%
Previous 0.45%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022

SELL
$466.4 - $560.96 $34,980 - $42,072
-75 Reduced 11.43%
581 $274,000
Q2 2022

Jul 26, 2022

BUY
$416.43 - $608.05 $92,863 - $135,595
223 Added 51.5%
656 $314,000
Q1 2022

May 10, 2022

SELL
$477.32 - $576.47 $83,531 - $100,882
-175 Reduced 28.78%
433 $249,000
Q4 2021

Feb 14, 2022

SELL
$440.14 - $567.77 $20,686 - $26,685
-47 Reduced 7.18%
608 $345,000
Q2 2021

Aug 16, 2021

BUY
$354.94 - $398.79 $7,098 - $7,975
20 Added 3.15%
655 $259,000
Q1 2021

May 06, 2021

BUY
$311.42 - $380.15 $197,751 - $241,395
635 New
635 $224,000

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 $389B
  • 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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