A detailed history of Meritas Wealth Management, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Meritas Wealth Management, LLC holds 500 shares of COST stock, worth $438,100. This represents 0.3% of its overall portfolio holdings.

Number of Shares
500
Previous 500 -0.0%
Holding current value
$438,100
Previous $366 Million 16.02%
% of portfolio
0.3%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

SELL
$644.69 - $785.59 $6,446 - $7,855
-10 Reduced 1.96%
500 $366 Million
Q4 2023

Jan 10, 2024

BUY
$543.03 - $681.24 $5,430 - $6,812
10 Added 2.0%
510 $337 Million
Q3 2023

Oct 24, 2023

SELL
$525.05 - $568.63 $52,504 - $56,863
-100 Reduced 16.67%
500 $282 Million
Q4 2022

Sep 05, 2023

BUY
$452.99 - $539.25 $271,794 - $323,550
600 New
600 $274 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 $388B
  • 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 Meritas Wealth Management, LLC Portfolio

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

News

Stay updated on Meritas Wealth Management, LLC with notifications on news.