A detailed history of Sterling Financial Planning, Inc. transactions in Costco Wholesale Corp stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 1,214 shares of COST stock, worth $1.16 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
1,214
Previous 1,214 -0.0%
Holding current value
$1.16 Million
Previous $1.03 Million 4.36%
% of portfolio
0.41%
Previous 0.43%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$644.69 - $785.59 $193,407 - $235,677
300 Added 32.82%
1,214 $889,000
Q4 2023

Jan 31, 2024

BUY
$543.03 - $681.24 $94,487 - $118,535
174 Added 23.51%
914 $603,000
Q4 2022

Feb 06, 2023

SELL
$452.99 - $539.25 $7,700 - $9,167
-17 Reduced 2.25%
740 $337,000
Q3 2022

Nov 01, 2022

SELL
$466.4 - $560.96 $18,189 - $21,877
-39 Reduced 4.9%
757 $358,000
Q2 2022

Jul 27, 2022

SELL
$416.43 - $608.05 $7,079 - $10,336
-17 Reduced 2.09%
796 $382,000
Q1 2022

May 10, 2022

SELL
$477.32 - $576.47 $128,876 - $155,646
-270 Reduced 24.93%
813 $468,000
Q3 2021

Oct 28, 2021

SELL
$394.53 - $467.75 $68,648 - $81,388
-174 Reduced 13.84%
1,083 $487,000
Q1 2021

Apr 28, 2021

SELL
$311.42 - $380.15 $12,768 - $15,586
-41 Reduced 3.16%
1,257 $443,000
Q4 2020

Feb 10, 2021

BUY
$355.01 - $391.77 $460,802 - $508,517
1,298 New
1,298 $489,000

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
Track This Portfolio

Track Sterling Financial Planning, Inc. Portfolio

Follow Sterling Financial Planning, Inc. 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 Sterling Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Financial Planning, Inc. with notifications on news.