A detailed history of Surience Private Wealth LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Surience Private Wealth LLC holds 1,550 shares of COST stock, worth $1.36 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
1,550
Previous 1,550 -0.0%
Holding current value
$1.36 Million
Previous $1.14 Million 16.04%
% of portfolio
1.82%
Previous 1.08%

Shares

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

May 13, 2024

SELL
$644.69 - $785.59 $2.84 Million - $3.47 Million
-4,411 Reduced 74.0%
1,550 $1.14 Million
Q4 2023

Feb 14, 2024

SELL
$543.03 - $681.24 $391,524 - $491,174
-721 Reduced 10.79%
5,961 $3.93 Million
Q3 2023

Nov 14, 2023

BUY
$525.05 - $568.63 $3.51 Million - $3.8 Million
6,682 New
6,682 $3.78 Million
Q4 2022

Feb 14, 2023

BUY
$452.99 - $539.25 $2.41 Million - $2.87 Million
5,322 New
5,322 $2.43 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 $388B
  • 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 Surience Private Wealth LLC Portfolio

Follow Surience Private Wealth 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 Surience Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surience Private Wealth LLC with notifications on news.