A detailed history of Shira Ridge Wealth Management transactions in Costco Wholesale Corp stock. As of the latest transaction made, Shira Ridge Wealth Management holds 1,575 shares of COST stock, worth $1.46 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
1,575
Previous 1,380 14.13%
Holding current value
$1.46 Million
Previous $1.17 Billion 19.04%
% of portfolio
0.71%
Previous 0.65%

Shares

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

Oct 10, 2024

BUY
$801.83 - $917.05 $156,356 - $178,824
195 Added 14.13%
1,575 $1.4 Billion
Q2 2024

Jul 11, 2024

BUY
$704.88 - $870.75 $16,917 - $20,898
24 Added 1.77%
1,380 $1.17 Billion
Q1 2024

Apr 18, 2024

SELL
$644.69 - $785.59 $7,091 - $8,641
-11 Reduced 0.8%
1,356 $993 Million
Q4 2023

Jan 10, 2024

BUY
$543.03 - $681.24 $9,231 - $11,581
17 Added 1.26%
1,367 $902 Million
Q3 2023

Oct 10, 2023

BUY
$525.05 - $568.63 $39,378 - $42,647
75 Added 5.88%
1,350 $762 Million
Q2 2023

Jul 12, 2023

BUY
$482.76 - $538.38 $2,413 - $2,691
5 Added 0.39%
1,275 $686 Million
Q1 2023

May 08, 2023

BUY
$450.19 - $523.43 $4,051 - $4,710
9 Added 0.71%
1,270 $631 Million
Q4 2022

Jan 12, 2023

BUY
$452.99 - $539.25 $571,220 - $679,994
1,261 New
1,261 $576 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 $411B
  • 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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