A detailed history of Selective Wealth Management, Inc. transactions in Costco Wholesale Corp stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 706 shares of COST stock, worth $673,573. This represents 0.26% of its overall portfolio holdings.

Number of Shares
706
Previous 704 0.28%
Holding current value
$673,573
Previous $598,000 4.52%
% of portfolio
0.26%
Previous 0.27%

Shares

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

Oct 09, 2024

BUY
$801.83 - $917.05 $1,603 - $1,834
2 Added 0.28%
706 $625,000
Q2 2024

Jul 10, 2024

SELL
$704.88 - $870.75 $4,229 - $5,224
-6 Reduced 0.85%
704 $598,000
Q1 2024

Apr 11, 2024

BUY
$644.69 - $785.59 $644 - $785
1 Added 0.14%
710 $520,000
Q4 2023

Jan 05, 2024

SELL
$543.03 - $681.24 $9,774 - $12,262
-18 Reduced 2.48%
709 $467,000
Q3 2023

Oct 10, 2023

SELL
$525.05 - $568.63 $3,675 - $3,980
-7 Reduced 0.95%
727 $410,000
Q2 2023

Jul 11, 2023

BUY
$482.76 - $538.38 $12,551 - $13,997
26 Added 3.67%
734 $395,000
Q4 2022

Jan 23, 2023

SELL
$452.99 - $539.25 $45,299 - $53,925
-100 Reduced 12.38%
708 $0
Q3 2022

Oct 21, 2022

BUY
$466.4 - $560.96 $3,264 - $3,926
7 Added 0.87%
808 $382,000
Q2 2022

Jul 28, 2022

SELL
$416.43 - $608.05 $72,875 - $106,408
-175 Reduced 17.93%
801 $384,000
Q4 2021

Jan 18, 2022

SELL
$440.14 - $567.77 $33,010 - $42,582
-75 Reduced 7.14%
976 $554,000
Q3 2021

Oct 27, 2021

BUY
$394.53 - $467.75 $185,034 - $219,374
469 Added 80.58%
1,051 $472,000
Q2 2021

Aug 04, 2021

BUY
$354.94 - $398.79 $195,217 - $219,334
550 Added 1718.75%
582 $230,000
Q3 2019

Oct 29, 2019

BUY
$263.55 - $303.76 $8,433 - $9,720
32 New
32 $9,000

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 $422B
  • 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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