A detailed history of Ridgecrest Wealth Partners, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 1,249 shares of COST stock, worth $1.19 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
1,249
Previous 1,349 7.41%
Holding current value
$1.19 Million
Previous $1.15 Million 3.4%
% of portfolio
0.58%
Previous 0.69%

Shares

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

Nov 04, 2024

SELL
$801.83 - $917.05 $80,183 - $91,705
-100 Reduced 7.41%
1,249 $1.11 Million
Q2 2024

Aug 05, 2024

BUY
$704.88 - $870.75 $17,622 - $21,768
25 Added 1.89%
1,349 $1.15 Million
Q1 2024

Apr 17, 2024

BUY
$644.69 - $785.59 $644 - $785
1 Added 0.08%
1,324 $970,000
Q3 2023

Oct 25, 2023

SELL
$525.05 - $568.63 $525 - $568
-1 Reduced 0.08%
1,323 $747,000
Q4 2022

Jan 26, 2023

SELL
$452.99 - $539.25 $90,598 - $107,850
-200 Reduced 13.12%
1,324 $0
Q3 2022

Oct 20, 2022

BUY
$466.4 - $560.96 $23,320 - $28,048
50 Added 3.39%
1,524 $720,000
Q2 2022

Jul 29, 2022

BUY
$416.43 - $608.05 $221,540 - $323,482
532 Added 56.48%
1,474 $706,000
Q3 2021

Nov 03, 2021

BUY
$394.53 - $467.75 $157,812 - $187,100
400 Added 73.8%
942 $423,000
Q2 2021

Jul 21, 2021

BUY
$354.94 - $398.79 $192,377 - $216,144
542 New
542 $214,000

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 $423B
  • 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 Ridgecrest Wealth Partners, LLC Portfolio

Follow Ridgecrest Wealth Partners, 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 Ridgecrest Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ridgecrest Wealth Partners, LLC with notifications on news.