A detailed history of Peak Financial Advisors LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Peak Financial Advisors LLC holds 3,527 shares of COST stock, worth $3.27 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
3,527
Previous 3,538 0.31%
Holding current value
$3.27 Million
Previous $3.01 Million 3.96%
% of portfolio
1.97%
Previous 2.17%

Shares

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

Oct 09, 2024

SELL
$801.83 - $917.05 $8,820 - $10,087
-11 Reduced 0.31%
3,527 $3.13 Million
Q2 2024

Jul 12, 2024

SELL
$704.88 - $870.75 $69,078 - $85,333
-98 Reduced 2.7%
3,538 $3.01 Million
Q1 2024

Apr 12, 2024

SELL
$644.69 - $785.59 $306,872 - $373,940
-476 Reduced 11.58%
3,636 $2.66 Million
Q4 2023

Jan 10, 2024

BUY
$543.03 - $681.24 $84,169 - $105,592
155 Added 3.92%
4,112 $2.71 Million
Q3 2023

Oct 10, 2023

SELL
$525.05 - $568.63 $280,901 - $304,217
-535 Reduced 11.91%
3,957 $2.24 Million
Q2 2023

Jul 10, 2023

BUY
$482.76 - $538.38 $463,932 - $517,383
961 Added 27.22%
4,492 $2.42 Million
Q1 2023

Apr 18, 2023

BUY
$450.19 - $523.43 $23,860 - $27,741
53 Added 1.52%
3,531 $1.75 Million
Q4 2022

Jan 12, 2023

BUY
$452.99 - $539.25 $1.58 Million - $1.88 Million
3,478 New
3,478 $1.59 Billion
Q1 2021

May 11, 2021

SELL
$311.42 - $380.15 $1.45 Million - $1.77 Million
-4,660 Closed
0 $0
Q4 2020

Feb 02, 2021

BUY
$355.01 - $391.77 $1.65 Million - $1.83 Million
4,660 New
4,660 $1.76 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 $411B
  • 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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