A detailed history of Morton Brown Family Wealth, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 45 shares of COST stock, worth $41,856. This represents 0.01% of its overall portfolio holdings.

Number of Shares
45
Previous 45 -0.0%
Holding current value
$41,856
Previous $38,000 2.63%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 26, 2024

BUY
$543.03 - $681.24 $16,290 - $20,437
30 Added 200.0%
45 $29,000
Q4 2022

Feb 01, 2023

SELL
$452.99 - $539.25 $1,811 - $2,157
-4 Reduced 21.05%
15 $6,000
Q3 2022

Oct 31, 2022

SELL
$466.4 - $560.96 $2,798 - $3,365
-6 Reduced 24.0%
19 $9,000
Q2 2022

Jul 21, 2022

BUY
$416.43 - $608.05 $4,164 - $6,080
10 Added 66.67%
25 $12,000
Q1 2022

Apr 20, 2022

SELL
$477.32 - $576.47 $11,933 - $14,411
-25 Reduced 62.5%
15 $9,000
Q4 2021

Feb 11, 2022

BUY
$440.14 - $567.77 $17,605 - $22,710
40 New
40 $23,000

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 $412B
  • 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 Morton Brown Family Wealth, LLC Portfolio

Follow Morton Brown Family Wealth, 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 Morton Brown Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morton Brown Family Wealth, LLC with notifications on news.