A detailed history of Precedent Wealth Partners, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 434 shares of COST stock, worth $407,821. This represents 0.13% of its overall portfolio holdings.

Number of Shares
434
Previous 400 8.5%
Holding current value
$407,821
Previous $355 Million 12.08%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Jan 21, 2025

BUY
$873.59 - $994.69 $29,702 - $33,819
34 Added 8.5%
434 $398 Million
Q3 2024

Oct 17, 2024

SELL
$801.83 - $917.05 $15,234 - $17,423
-19 Reduced 4.53%
400 $355 Million
Q2 2024

Jul 23, 2024

BUY
$704.88 - $870.75 $60,619 - $74,884
86 Added 25.83%
419 $356 Million
Q4 2023

Jan 18, 2024

BUY
$543.03 - $681.24 $180,828 - $226,852
333 New
333 $220 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 $416B
  • 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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