A detailed history of Private Wealth Management Group, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 148 shares of COST stock, worth $141,905. This represents 0.05% of its overall portfolio holdings.

Number of Shares
148
Previous 148 -0.0%
Holding current value
$141,905
Previous $126 Million 4.32%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$704.88 - $870.75 $14,097 - $17,415
-20 Reduced 11.9%
148 $126 Million
Q1 2024

Apr 30, 2024

BUY
$644.69 - $785.59 $16,117 - $19,639
25 Added 17.48%
168 $123 Million
Q4 2023

Feb 08, 2024

BUY
$543.03 - $681.24 $77,653 - $97,417
143 New
143 $94.4 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 $424B
  • 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 Private Wealth Management Group, LLC Portfolio

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

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.