A detailed history of Lodestone Wealth Management LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 1,642 shares of COST stock, worth $1.57 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
1,642
Previous 1,638 0.24%
Holding current value
$1.57 Million
Previous $1.39 Billion 4.55%
% of portfolio
0.73%
Previous 0.73%

Shares

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

Oct 29, 2024

BUY
$801.83 - $917.05 $3,207 - $3,668
4 Added 0.24%
1,642 $1.46 Billion
Q2 2024

Jul 16, 2024

BUY
$704.88 - $870.75 $57,800 - $71,401
82 Added 5.27%
1,638 $1.39 Billion
Q1 2024

Apr 30, 2024

SELL
$644.69 - $785.59 $10,959 - $13,355
-17 Reduced 1.08%
1,556 $1.14 Billion
Q4 2023

Jan 24, 2024

BUY
$543.03 - $681.24 $357,856 - $448,937
659 Added 72.1%
1,573 $1.04 Billion
Q3 2023

Oct 20, 2023

BUY
$525.05 - $568.63 $9,450 - $10,235
18 Added 2.01%
914 $516 Million
Q2 2023

Jul 25, 2023

BUY
$482.76 - $538.38 $2,413 - $2,691
5 Added 0.56%
896 $483 Million
Q4 2022

Feb 09, 2023

BUY
$452.99 - $539.25 $403,614 - $480,471
891 New
891 $407 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 $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
Track This Portfolio

Track Lodestone Wealth Management LLC Portfolio

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

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.