A detailed history of David Katz (Matrix Asset Advisors Inc) transactions in Costco Wholesale Corp stock. As of the latest transaction made, Matrix Asset Advisors Inc holds 544 shares of COST stock, worth $507,949. This represents 0.05% of its overall portfolio holdings.

Number of Shares
544
Previous 544 -0.0%
Holding current value
$507,949
Previous $462,000 4.33%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jul 15, 2024

SELL
$704.88 - $870.75 $2,114 - $2,612
-3 Reduced 0.55%
544 $462,000
Q4 2023

Jan 24, 2024

SELL
$543.03 - $681.24 $5,430 - $6,812
-10 Reduced 1.8%
547 $361,000
Q3 2023

Oct 12, 2023

BUY
$525.05 - $568.63 $525 - $568
1 Added 0.18%
557 $314,000
Q1 2023

Apr 13, 2023

BUY
$450.19 - $523.43 $250,305 - $291,027
556 New
556 $276,000

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 $413B
  • 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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