A detailed history of Palumbo Wealth Management LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 6,018 shares of COST stock, worth $5.9 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares
6,018
Previous 5,668 6.18%
Holding current value
$5.9 Million
Previous $5.02 Million 9.75%
% of portfolio
2.13%
Previous 2.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025

BUY
$873.59 - $994.69 $305,756 - $348,141
350 Added 6.18%
6,018 $5.51 Million
Q3 2024

Oct 28, 2024

BUY
$801.83 - $917.05 $56,128 - $64,193
70 Added 1.25%
5,668 $5.02 Million
Q2 2024

Aug 02, 2024

SELL
$704.88 - $870.75 $12,687 - $15,673
-18 Reduced 0.32%
5,598 $4.76 Million
Q1 2024

Apr 15, 2024

BUY
$644.69 - $785.59 $535,092 - $652,039
830 Added 17.34%
5,616 $4.11 Million
Q4 2023

Jan 22, 2024

SELL
$543.03 - $681.24 $52,130 - $65,399
-96 Reduced 1.97%
4,786 $3.16 Million
Q3 2023

Oct 16, 2023

BUY
$525.05 - $568.63 $1.06 Million - $1.15 Million
2,028 Added 71.06%
4,882 $2.76 Million
Q2 2023

Jul 26, 2023

BUY
$482.76 - $538.38 $483,242 - $538,918
1,001 Added 54.02%
2,854 $1.54 Million
Q1 2023

May 04, 2023

BUY
$450.19 - $523.43 $44,118 - $51,296
98 Added 5.58%
1,853 $920,000
Q4 2022

Feb 13, 2023

BUY
$452.99 - $539.25 $27,632 - $32,894
61 Added 3.6%
1,755 $801,000
Q3 2022

Nov 14, 2022

BUY
$466.4 - $560.96 $14,924 - $17,950
32 Added 1.93%
1,694 $800,000
Q2 2022

Aug 12, 2022

BUY
$416.43 - $608.05 $57,883 - $84,518
139 Added 9.13%
1,662 $797,000
Q1 2022

May 10, 2022

BUY
$477.32 - $576.47 $12,887 - $15,564
27 Added 1.8%
1,523 $877,000
Q4 2021

Feb 16, 2022

BUY
$440.14 - $567.77 $30,809 - $39,743
70 Added 4.91%
1,496 $849,000
Q3 2021

Nov 12, 2021

SELL
$394.53 - $467.75 $79,300 - $94,017
-201 Reduced 12.35%
1,426 $641,000
Q2 2021

Aug 16, 2021

SELL
$354.94 - $398.79 $354 - $398
-1 Reduced 0.06%
1,627 $644,000
Q1 2021

May 17, 2021

BUY
$311.42 - $380.15 $30,519 - $37,254
98 Added 6.41%
1,628 $574,000
Q4 2020

May 17, 2021

BUY
$355.01 - $391.77 $543,165 - $599,408
1,530 New
1,530 $576,000

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 $434B
  • 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 Palumbo Wealth Management LLC Portfolio

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

News

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