A detailed history of Summit Financial Wealth Advisors, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 401 shares of COST stock, worth $386,568. This represents 0.07% of its overall portfolio holdings.

Number of Shares
401
Previous 401 -0.0%
Holding current value
$386,568
Previous $340,000 4.41%
% of portfolio
0.07%
Previous 0.08%

Shares

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

May 02, 2024

BUY
$644.69 - $785.59 $36,747 - $44,778
57 Added 16.57%
401 $293,000
Q4 2023

Jan 19, 2024

BUY
$543.03 - $681.24 $186,802 - $234,346
344 New
344 $227,000

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 $427B
  • 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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