A detailed history of Peak Financial Management, Inc. transactions in Costco Wholesale Corp stock. As of the latest transaction made, Peak Financial Management, Inc. holds 781 shares of COST stock, worth $724,830. This represents 0.21% of its overall portfolio holdings.

Number of Shares
781
Previous 756 3.31%
Holding current value
$724,830
Previous $642,000 7.79%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Oct 15, 2024

BUY
$801.83 - $917.05 $20,045 - $22,926
25 Added 3.31%
781 $692,000
Q2 2024

Jul 22, 2024

SELL
$704.88 - $870.75 $91,634 - $113,197
-130 Reduced 14.67%
756 $642,000
Q1 2024

Apr 22, 2024

BUY
$644.69 - $785.59 $193,407 - $235,677
300 Added 51.19%
886 $649,000
Q4 2022

Jan 27, 2023

SELL
$452.99 - $539.25 $13,589 - $16,177
-30 Reduced 4.87%
586 $267,000
Q3 2021

Oct 19, 2021

SELL
$394.53 - $467.75 $39,453 - $46,775
-100 Reduced 13.97%
616 $277,000
Q2 2021

Aug 04, 2021

SELL
$354.94 - $398.79 $1,064 - $1,196
-3 Reduced 0.42%
716 $283,000
Q4 2020

Jan 26, 2021

SELL
$355.01 - $391.77 $35,501 - $39,177
-100 Reduced 12.21%
719 $271,000
Q3 2020

Oct 19, 2020

BUY
$304.75 - $358.86 $249,590 - $293,906
819 New
819 $291,000

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 $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
Track This Portfolio

Track Peak Financial Management, Inc. Portfolio

Follow Peak Financial Management, Inc. 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 Peak Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Management, Inc. with notifications on news.