A detailed history of Safeguard Financial, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Safeguard Financial, LLC holds 838 shares of COST stock, worth $779,465. This represents 0.18% of its overall portfolio holdings.

Number of Shares
838
Previous 812 3.2%
Holding current value
$779,465
Previous $690,000 7.54%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Oct 15, 2024

BUY
$801.83 - $917.05 $20,847 - $23,843
26 Added 3.2%
838 $742,000
Q2 2024

Aug 07, 2024

BUY
$704.88 - $870.75 $326,359 - $403,157
463 Added 132.66%
812 $690,000
Q1 2024

Apr 09, 2024

BUY
$644.69 - $785.59 $21,919 - $26,710
34 Added 10.79%
349 $255,000
Q4 2023

Jan 30, 2024

BUY
$543.03 - $681.24 $171,054 - $214,590
315 New
315 $207,000
Q2 2023

Aug 07, 2023

BUY
$482.76 - $538.38 $162,207 - $180,895
336 New
336 $180,000

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 $412B
  • 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 Safeguard Financial, LLC Portfolio

Follow Safeguard Financial, 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 Safeguard Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safeguard Financial, LLC with notifications on news.